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

SOA Wealth 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	$42.1K	Buy	596 +4	+0.7%	+$297	0.01%	406
2026 Q2	$43K	Buy	592 +3	+0.5%	+$214	0.01%	417
2026 Q1	$41.2K	Buy	589 +3	+0.5%	+$216	0.01%	402
2025 Q4	$39.2K	Buy	586 +6	+1%	+$407	0.01%	407
2025 Q3	$39.7K	Buy	580 +4	+0.7%	+$279	0.01%	409
2025 Q2	$40.6K	Buy	576 +3	+0.5%	+$211	0.01%	398
2025 Q1	$41K	Buy	573 +2	+0.4%	+$136	0.01%	369
2024 Q4	$37.4K	Buy	571 +5	+0.9%	+$343	0.01%	367
2024 Q3	$40K	Buy	566 +4	+0.7%	+$276	0.01%	356
2024 Q2	$37K	Buy	562 +3	+0.5%	+$199	0.01%	351
2024 Q1	$37.8K	Buy	559 +1	+0.2%	+$65	0.01%	343
2023 Q4	$35.7K	Buy	558 +9	+2%	+$560	0.01%	339
2023 Q3	$34.1K	Hold	549	–	–	0.01%	337
2023 Q2	$36.6K	Buy	549 +3	+0.5%	+$201	0.01%	330
2023 Q1	$36.3K	Buy	546 +3	+0.6%	+$196	0.01%	324
2022 Q4	$36.7K	Buy	543 +9	+2%	+$592	0.01%	315
2022 Q3	$32K	Hold	534	–	–	0.01%	314
2022 Q2	$34K	Buy	534 +3	+0.6%	+$202	0.01%	304
2022 Q1	$35K	Hold	531	–	–	0.01%	361
2021 Q4	$35K	Buy	531 +6	+1%	+$376	0.01%	352
2021 Q3	$31K	Hold	525	–	–	0.01%	379
2021 Q2	$32K	Buy	525 +3	+0.6%	+$180	0.01%	380
2021 Q1	$30K	Hold	522	–	–	0.01%	331
2020 Q4	$31K	Buy	+522	New	+$27.7K	0.01%	323

Other funds holding IYK

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Key Client Fiduciary Advisors Fairfield, New Jersey $358M AUM 21.09% 1-Year Est. Return

SOA Wealth Advisors's IYK Position: Q3 2026 in Review

SOA Wealth Advisors increased its iShares US Consumer Staples ETF (IYK) stake by 0.68% in Q3 2026, buying an estimated $297 and bringing the position to 596 shares worth $42.1K. The position accounts for 0.01% of the portfolio, ranked #406.

SOA Wealth Advisors first reported a position in IYK in Q4 2020 and has held it in 24 quarters since. The position peaked at $43K in Q2 2026. 195 funds tracked by Wall St. Rank hold IYK as of Q3 2026.

SOA Wealth Advisors held 596 shares of iShares US Consumer Staples ETF worth $42.1K as of Q3 2026.
SOA Wealth Advisors bought 4 iShares US Consumer Staples ETF shares in Q3 2026, an estimated $297.
iShares US Consumer Staples ETF made up 0.01% of SOA Wealth Advisors's portfolio in Q3 2026, its #406 holding.
SOA Wealth Advisors first reported a position in iShares US Consumer Staples ETF in Q4 2020 and has held it in 24 quarters since.
SOA Wealth Advisors's iShares US Consumer Staples ETF position peaked at $43K in Q2 2026.
195 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2026.

Based on SOA Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.