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 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 $11.5B AUM 15.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SFI Advisors's IYK Position: Q1 2026 in Review

SFI Advisors reduced its iShares US Consumer Staples ETF (IYK) stake by 47% in Q1 2026, selling an estimated $1.53M and leaving 24,396 shares worth $1.71M. The position accounts for 1.79% of the portfolio, ranked #26.

SFI Advisors first reported a position in IYK in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.82M in Q1 2025. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

SFI Advisors held 24,396 shares of iShares US Consumer Staples ETF worth $1.71M as of Q1 2026.
SFI Advisors sold 21,336 iShares US Consumer Staples ETF shares in Q1 2026, an estimated $1.53M.
iShares US Consumer Staples ETF made up 1.79% of SFI Advisors's portfolio in Q1 2026, its #26 holding.
SFI Advisors first reported a position in iShares US Consumer Staples ETF in Q1 2023 and has held it in 13 quarters since.
SFI Advisors's iShares US Consumer Staples ETF position peaked at $4.82M in Q1 2025.
290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on SFI Advisors's 13F filing for Q1 2026, filed 5 May 2026.