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Spire Wealth Management’s iShares US Consumer Staples ETF IYK Stock Holding History

Spire Wealth 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
Q2 		$82K Hold
1,128
– – ﹤0.01% 1031
2026
Q1 		$79K Hold
1,128
– – ﹤0.01% 1039
2025
Q4 		$75.5K Hold
1,128
– – ﹤0.01% 1063
2025
Q3 		$77.1K Hold
1,128
– – ﹤0.01% 1088
2025
Q2 		$79.5K Hold
1,128
– – ﹤0.01% 1055
2025
Q1 		$80.7K Hold
1,128
– – ﹤0.01% 1117
2024
Q4 		$74K Hold
1,128
– – ﹤0.01% 1147
2024
Q3 		$79.6K Sell
1,128
-495
-30% -$34.1K ﹤0.01% 984
2024
Q2 		$107K Sell
1,623
-3
-0.2% -$199 ﹤0.01% 879
2024
Q1 		$110K Sell
1,626
-3
-0.2% -$196 ﹤0.01% 968
2023
Q4 		$104K Sell
1,629
-708
-30% -$44K ﹤0.01% 989
2023
Q3 		$145K Buy
2,337
+399
+21% +$26.4K 0.01% 814
2023
Q2 		$129K Buy
1,938
+63
+3% +$4.23K ﹤0.01% 882
2023
Q1 		$125K Buy
1,875
+450
+32% +$29.5K ﹤0.01% 895
2022
Q4 		$96K Buy
1,425
+297
+26% +$19.5K 0.01% 762
2022
Q3 		$68K Sell
1,128
-36
-3% -$2.36K ﹤0.01% 846
2022
Q2 		$76K Sell
1,164
-114
-9% -$7.66K ﹤0.01% 1134
2022
Q1 		$85K Sell
1,278
-1,260
-50% -$83.9K ﹤0.01% 1223
2021
Q4 		$169K Buy
2,538
+1,488
+142% +$93.2K ﹤0.01% 1167
2021
Q3 		$63K Hold
1,050
– – ﹤0.01% 1385
2021
Q2 		$64K Sell
1,050
-1,260
-55% -$75.8K ﹤0.01% 1379
2021
Q1 		$136K Buy
+2,310
New +$135K ﹤0.01% 1245

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Spire Wealth Management's IYK Position: Q2 2026 in Review

Spire Wealth Management held its iShares US Consumer Staples ETF (IYK) position steady in Q2 2026 at 1,128 shares worth $82K. The position accounts for ﹤0.01% of the portfolio, ranked #1031.

Spire Wealth Management first reported a position in IYK in Q1 2021 and has held it in 22 quarters since. The position peaked at $169K in Q4 2021. 286 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

  • Spire Wealth Management held 1,128 shares of iShares US Consumer Staples ETF worth $82K as of Q2 2026.
  • Spire Wealth Management left its iShares US Consumer Staples ETF share count unchanged in Q2 2026.
  • iShares US Consumer Staples ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1031 holding.
  • Spire Wealth Management first reported a position in iShares US Consumer Staples ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's iShares US Consumer Staples ETF position peaked at $169K in Q4 2021.
  • 286 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.