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Sound Income Strategies’s iShares US Consumer Staples ETF IYK Stock Holding History

Sound Income Strategies’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 		– Sell
-1,497
Closed -$104K – 1454
2026
Q1 		$104K Hold
1,497
– – 0.01% 586
2025
Q4 		$104K Buy
+1,497
New +$102K ﹤0.01% 572

Other funds holding IYK

DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Sound Income Strategies's IYK Position: Q2 2026 in Review

Sound Income Strategies sold out of iShares US Consumer Staples ETF (IYK) in Q2 2026, closing a stake of 1,497 shares — an estimated $104K sold.

Sound Income Strategies first reported a position in IYK in Q4 2025 and held it in 2 quarters. The position peaked at $104K in Q1 2026. 248 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

  • Sound Income Strategies reported no remaining iShares US Consumer Staples ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 1,497 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $104K.
  • Sound Income Strategies first reported a position in iShares US Consumer Staples ETF in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's iShares US Consumer Staples ETF position peaked at $104K in Q1 2026.
  • 248 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.