SFI Advisors
IYK icon

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
Q3 		$1.67M Sell
23,661
-173
-0.7% -$12.8K 1.38% 25
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
Key Client Fiduciary Advisors
Key Client Fiduciary Advisors Fairfield, New Jersey $358M AUM 21.09% 1-Year Est. Return
Unique Wealth
Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return
WealthSpring Partners
WealthSpring Partners Long Beach, California $94.4M AUM 11.13% 1-Year Est. Return
Centerline Wealth Advisors
Centerline Wealth Advisors Louisville, Kentucky $321M AUM 13.56% 1-Year Est. Return

SFI Advisors's IYK Position: Q3 2026 in Review

SFI Advisors reduced its iShares US Consumer Staples ETF (IYK) stake by 0.73% in Q3 2026, selling an estimated $12.8K and leaving 23,661 shares worth $1.67M. The position accounts for 1.38% of the portfolio, ranked #25.

SFI Advisors first reported a position in IYK in Q1 2023 and has held it in 15 quarters since. The position peaked at $4.82M in Q1 2025. 153 funds tracked by Wall St. Rank hold IYK as of Q3 2026.

  • SFI Advisors held 23,661 shares of iShares US Consumer Staples ETF worth $1.67M as of Q3 2026.
  • SFI Advisors sold 173 iShares US Consumer Staples ETF shares in Q3 2026, an estimated $12.8K.
  • iShares US Consumer Staples ETF made up 1.38% of SFI Advisors's portfolio in Q3 2026, its #25 holding.
  • SFI Advisors first reported a position in iShares US Consumer Staples ETF in Q1 2023 and has held it in 15 quarters since.
  • SFI Advisors's iShares US Consumer Staples ETF position peaked at $4.82M in Q1 2025.
  • 153 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2026.

Based on SFI Advisors's 13F filing for Q3 2026, filed 30 Oct 2026.