Steward Partners Investment Advisory’s iShares US Consumer Staples ETF IYK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $38.9M | Buy |
555,676
+17,556
| +3% | +$1.26M | 0.2% | 94 |
|
|
2025
Q4 | $36M | Buy |
538,120
+52,463
| +11% | +$3.56M | 0.2% | 98 |
|
|
2025
Q3 | $33.2M | Buy |
485,657
+421,922
| +662% | +$29.4M | 0.19% | 98 |
|
|
2025
Q2 | $4.49M | Buy |
63,735
+59,163
| +1,294% | +$4.17M | 0.04% | 459 |
|
|
2025
Q1 | $327K | Sell |
4,572
-8,763
| -66% | -$595K | ﹤0.01% | 1402 |
|
|
2024
Q4 | $875K | Sell |
13,335
-6,772
| -34% | -$465K | 0.01% | 924 |
|
|
2024
Q3 | $1.42M | Buy |
20,107
+333
| +2% | +$23K | 0.01% | 742 |
|
|
2024
Q2 | $1.3M | Sell |
19,774
-8,058
| -29% | -$536K | 0.01% | 724 |
|
|
2024
Q1 | $1.88M | Buy |
27,832
+640
| +2% | +$41.7K | 0.02% | 600 |
|
|
2023
Q4 | $1.74M | Sell |
27,192
-20,766
| -43% | -$1.29M | 0.02% | 540 |
|
|
2023
Q3 | $2.98M | Buy |
47,958
+300
| +0.6% | +$19.8K | 0.05% | 368 |
|
|
2023
Q2 | $3.18M | Buy |
47,658
+10,146
| +27% | +$681K | 0.05% | 359 |
|
|
2023
Q1 | $2.49M | Buy |
37,512
+327
| +0.9% | +$21.4K | 0.04% | 412 |
|
|
2022
Q4 | $2.51M | Sell |
37,185
-279
| -0.7% | -$18.4K | 0.04% | 389 |
|
|
2022
Q3 | $2.25M | Buy |
37,464
+1,593
| +4% | +$105K | 0.04% | 394 |
|
|
2022
Q2 | $2.33M | Buy |
35,871
+3,408
| +10% | +$229K | 0.04% | 389 |
|
|
2022
Q1 | $2.17M | Buy |
32,463
+30,852
| +1,915% | +$2.06M | 0.03% | 457 |
|
|
2021
Q4 | $107K | Sell |
1,611
-45
| -3% | -$2.82K | ﹤0.01% | 1575 |
|
|
2021
Q3 | $99K | Hold |
1,656
| – | – | ﹤0.01% | 1555 |
|
|
2021
Q2 | $102K | Buy |
1,656
+24
| +1% | +$1.44K | ﹤0.01% | 2247 |
|
|
2021
Q1 | $96.3K | Sell |
1,632
-294
| -15% | -$17.2K | ﹤0.01% | 1649 |
|
|
2020
Q4 | $111K | Buy |
1,926
+105
| +6% | +$5.57K | ﹤0.01% | 1321 |
|
|
2020
Q3 | $91K | Sell |
1,821
-20,718
| -92% | -$989K | ﹤0.01% | 1258 |
|
|
2020
Q2 | $958K | Buy |
22,539
+939
| +4% | +$37.9K | 0.03% | 464 |
|
|
2020
Q1 | $779K | Buy |
21,600
+2,787
| +15% | +$118K | 0.03% | 446 |
|
|
2019
Q4 | $835K | Buy |
18,813
+594
| +3% | +$25.4K | 0.02% | 501 |
|
|
2019
Q3 | $768K | Buy |
18,219
+159
| +0.9% | +$6.57K | 0.03% | 473 |
|
|
2019
Q2 | $731K | Buy |
18,060
+27
| +0.1% | +$1.09K | 0.03% | 454 |
|
|
2019
Q1 | $718K | Buy |
18,033
+93
| +0.5% | +$3.54K | 0.03% | 429 |
|
|
2018
Q4 | $636K | Buy |
17,940
+594
| +3% | +$22.7K | 0.03% | 427 |
|
|
2018
Q3 | $687K | Buy |
17,346
+903
| +5% | +$36.1K | 0.03% | 434 |
|
|
2018
Q2 | $648K | Buy |
16,443
+2,337
| +17% | +$90.8K | 0.04% | 407 |
|
|
2018
Q1 | $559K | Buy |
14,106
+8,412
| +148% | +$348K | 0.04% | 395 |
|
|
2017
Q4 | $240K | Buy |
5,694
+3,357
| +144% | +$138K | 0.02% | 486 |
|
|
2017
Q3 | $94K | Buy |
2,337
+1,947
| +499% | +$78.9K | 0.01% | 554 |
|
|
2017
Q2 | $15K | Hold |
390
| – | – | ﹤0.01% | 948 |
|
|
2017
Q1 | $15K | Buy |
+390
| New | +$15.1K | ﹤0.01% | 831 |
|
Other funds holding IYK
DWM
OCA
SWP
Steward Partners Investment Advisory's IYK Position: Q1 2026 in Review
Steward Partners Investment Advisory increased its iShares US Consumer Staples ETF (IYK) stake by 3.3% in Q1 2026, buying an estimated $1.26M and bringing the position to 555,676 shares worth $38.9M. The position accounts for 0.2% of the portfolio, ranked #94.
Steward Partners Investment Advisory first reported a position in IYK in Q1 2017 and has held it in 37 quarters since. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.
- Steward Partners Investment Advisory held 555,676 shares of iShares US Consumer Staples ETF worth $38.9M as of Q1 2026.
- Steward Partners Investment Advisory bought 17,556 iShares US Consumer Staples ETF shares in Q1 2026, an estimated $1.26M.
- iShares US Consumer Staples ETF made up 0.2% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #94 holding.
- Steward Partners Investment Advisory first reported a position in iShares US Consumer Staples ETF in Q1 2017 and has held it in 37 quarters since.
- 290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.