SFI Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History

SFI Advisors’s Portfolio IYK Stock Details IYK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.73M	Sell	23,834 -562	-2%	-$40.2K	1.49%	25
2026 Q1	$1.71M	Sell	24,396 -21,336	-47%	-$1.53M	1.79%	26
2025 Q4	$3.06M	Sell	45,732 -15,936	-26%	-$1.08M	1.96%	23
2025 Q3	$4.22M	Sell	61,668 -1,040	-2%	-$72.6K	2.69%	17
2025 Q2	$4.42M	Sell	62,708 -4,707	-7%	-$332K	3.06%	15
2025 Q1	$4.82M	Buy	67,415 +13,929	+26%	+$946K	3.57%	9
2024 Q4	$3.51M	Sell	53,486 -14,158	-21%	-$973K	2.46%	16
2024 Q3	$4.77M	Sell	67,644 -1,025	-1%	-$70.7K	3.41%	10
2024 Q2	$4.51M	Buy	68,669 +1,496	+2%	+$99.4K	3.48%	9
2024 Q1	$4.54M	Buy	67,173 +27,672	+70%	+$1.8M	3.56%	11
2023 Q4	$2.52M	Sell	39,501 -13,095	-25%	-$815K	2.16%	20
2023 Q3	$3.27M	Buy	52,596 +2,298	+5%	+$152K	3.2%	11
2023 Q2	$3.36M	Buy	50,298 +21,681	+76%	+$1.45M	3.19%	12
2023 Q1	$1.9M	Buy	+28,617	New	+$1.87M	1.91%	22

Other funds holding IYK

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

SFI Advisors's IYK Position: Q2 2026 in Review

SFI Advisors reduced its iShares US Consumer Staples ETF (IYK) stake by 2.3% in Q2 2026, selling an estimated $40.2K and leaving 23,834 shares worth $1.73M. The position accounts for 1.49% of the portfolio, ranked #25.

SFI Advisors first reported a position in IYK in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.82M in Q1 2025. 287 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

SFI Advisors held 23,834 shares of iShares US Consumer Staples ETF worth $1.73M as of Q2 2026.
SFI Advisors sold 562 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $40.2K.
iShares US Consumer Staples ETF made up 1.49% of SFI Advisors's portfolio in Q2 2026, its #25 holding.
SFI Advisors first reported a position in iShares US Consumer Staples ETF in Q1 2023 and has held it in 14 quarters since.
SFI Advisors's iShares US Consumer Staples ETF position peaked at $4.82M in Q1 2025.
287 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on SFI Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.