Smartleaf Asset Management’s iShares US Consumer Staples ETF IYK Stock Holding History

Smartleaf Asset Management’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	$1.27M	Buy	18,168 +18,129	+46,485%	+$1.3M	0.05%	352
2025 Q4	$2.63K	Buy	+39	New	+$2.65K	﹤0.01%	2909
2025 Q3	–	Sell	-11,291	Closed	-$792K	–	3040
2025 Q2	$792K	Buy	+11,291	New	+$795K	0.07%	292
2025 Q1	–	Sell	-9,878	Closed	-$645K	–	2935
2024 Q4	$645K	Buy	9,878 +1,586	+19%	+$109K	0.07%	287
2024 Q3	$584K	Sell	8,292 -2,644	-24%	-$182K	0.07%	277
2024 Q2	$722K	Buy	10,936 +2,134	+24%	+$142K	0.12%	195
2024 Q1	$594K	Sell	8,802 -4,110	-32%	-$268K	0.12%	200
2023 Q4	$823K	Buy	+12,912	New	+$803K	0.22%	101

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

Smartleaf Asset Management's IYK Position: Q1 2026 in Review

Smartleaf Asset Management increased its iShares US Consumer Staples ETF (IYK) stake by 46,485% in Q1 2026, buying an estimated $1.3M and bringing the position to 18,168 shares worth $1.27M. The position accounts for 0.05% of the portfolio, ranked #352.

Smartleaf Asset Management first reported a position in IYK in Q4 2023 and has held it in 8 quarters since. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

Smartleaf Asset Management held 18,168 shares of iShares US Consumer Staples ETF worth $1.27M as of Q1 2026.
Smartleaf Asset Management bought 18,129 iShares US Consumer Staples ETF shares in Q1 2026, an estimated $1.3M.
iShares US Consumer Staples ETF made up 0.05% of Smartleaf Asset Management's portfolio in Q1 2026, its #352 holding.
Smartleaf Asset Management first reported a position in iShares US Consumer Staples ETF in Q4 2023 and has held it in 8 quarters since.
290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.