Steph & Co’s iShares US Consumer Staples ETF IYK Stock Holding History

Steph & Co’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	$108K	Hold	1,530	–	–	0.03%	131
2026 Q2	$111K	Hold	1,530	–	–	0.03%	136
2026 Q1	$107K	Hold	1,530	–	–	0.03%	138
2025 Q4	$102K	Hold	1,530	–	–	0.03%	143
2025 Q3	$105K	Hold	1,530	–	–	0.03%	144
2025 Q2	$108K	Hold	1,530	–	–	0.04%	134
2025 Q1	$110K	Hold	1,530	–	–	0.04%	144
2024 Q4	$100K	Hold	1,530	–	–	0.03%	153
2024 Q3	$108K	Hold	1,530	–	–	0.03%	153
2024 Q2	$101K	Hold	1,530	–	–	0.03%	151
2024 Q1	$103K	Hold	1,530	–	–	0.04%	150
2023 Q4	$97.8K	Hold	1,530	–	–	0.05%	141
2023 Q3	$95.1K	Hold	1,530	–	–	0.05%	152
2023 Q2	$102K	Hold	1,530	–	–	0.06%	141
2023 Q1	$102K	Hold	1,530	–	–	0.06%	140
2022 Q4	$103K	Hold	1,530	–	–	0.07%	140
2022 Q3	$92K	Hold	1,530	–	–	0.06%	130
2022 Q2	$99K	Hold	1,530	–	–	0.06%	131
2022 Q1	$102K	Hold	1,530	–	–	0.06%	145
2021 Q4	$102K	Hold	1,530	–	–	0.06%	148
2021 Q3	$92K	Hold	1,530	–	–	0.06%	143
2021 Q2	$94K	Hold	1,530	–	–	0.06%	141
2021 Q1	$90K	Buy	+1,530	New	+$89.6K	0.06%	140

Other funds holding IYK

KCFA

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

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

WealthSpring Partners Long Beach, California $94.4M AUM 11.13% 1-Year Est. Return

CWA

Centerline Wealth Advisors Louisville, Kentucky $321M AUM 13.56% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

RCS

R2 Capital Strategies Lincoln, Nebraska $236M AUM

Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Steph & Co's IYK Position: Q3 2026 in Review

Steph & Co held its iShares US Consumer Staples ETF (IYK) position steady in Q3 2026 at 1,530 shares worth $108K. The position accounts for 0.03% of the portfolio, ranked #131.

Steph & Co first reported a position in IYK in Q1 2021 and has held it in 23 quarters since. The position peaked at $111K in Q2 2026. 49 funds tracked by Wall St. Rank hold IYK as of Q3 2026.

Steph & Co held 1,530 shares of iShares US Consumer Staples ETF worth $108K as of Q3 2026.
Steph & Co left its iShares US Consumer Staples ETF share count unchanged in Q3 2026.
iShares US Consumer Staples ETF made up 0.03% of Steph & Co's portfolio in Q3 2026, its #131 holding.
Steph & Co first reported a position in iShares US Consumer Staples ETF in Q1 2021 and has held it in 23 quarters since.
Steph & Co's iShares US Consumer Staples ETF position peaked at $111K in Q2 2026.
49 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2026.

Based on Steph & Co's 13F filing for Q3 2026, filed 7 Oct 2026.