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Stonebridge Financial Planning Group’s iShares US Consumer Staples ETF IYK Stock Holding History

Stonebridge Financial Planning Group’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 		$1.07M Sell
14,709
-1,150
-7% -$82.2K 0.34% 87
2026
Q1 		$1.11M Sell
15,859
-245
-2% -$17.6K 0.41% 74
2025
Q4 		$1.08M Sell
16,104
-1,199
-7% -$81.4K 0.39% 78
2025
Q3 		$1.18M Buy
17,303
+6
+0% +$419 0.44% 68
2025
Q2 		$1.22M Buy
17,297
+6
+0% +$423 0.51% 62
2025
Q1 		$1.24M Sell
17,291
-296
-2% -$20.1K 0.57% 58
2024
Q4 		$1.15M Buy
17,587
+7
+0% +$481 0.52% 60
2024
Q3 		$1.24M Sell
17,580
-593
-3% -$40.9K 0.59% 50
2024
Q2 		$1.19M Sell
18,173
-792
-4% -$52.6K 0.6% 50
2024
Q1 		$1.28M Buy
18,965
+5
+0% +$326 0.68% 44
2023
Q4 		$1.21M Sell
18,960
-180
-0.9% -$11.2K 0.7% 42
2023
Q3 		$1.19M Sell
19,140
-312
-2% -$20.6K 0.76% 39
2023
Q2 		$1.3M Buy
19,452
+3
+0% +$201 0.79% 39
2023
Q1 		$1.29M Sell
19,449
-222
-1% -$14.5K 0.83% 38
2022
Q4 		$1.33M Buy
19,671
+3
+0% +$197 0.89% 36
2022
Q3 		$1.18M Sell
19,668
-717
-4% -$47.1K 0.82% 42
2022
Q2 		$1.32M Sell
20,385
-1,599
-7% -$107K 0.9% 36
2022
Q1 		$1.47M Sell
21,984
-228
-1% -$15.2K 0.82% 40
2021
Q4 		$1.49M Sell
22,212
-45
-0.2% -$2.82K 0.78% 37
2021
Q3 		$1.4M Sell
22,257
-597
-3% -$36.8K 0.68% 42
2021
Q2 		$1.41M Sell
22,854
-135
-0.6% -$8.12K 0.75% 41
2021
Q1 		$1.39M Sell
22,989
-120
-0.5% -$7.03K 0.81% 35
2020
Q4 		$1.34M Buy
23,109
+456
+2% +$24.2K 0.85% 36
2020
Q3 		$1.17M Buy
22,653
+9
+0% +$429 0.84% 34
2020
Q2 		$976K Sell
22,644
-363
-2% -$14.7K 0.83% 33
2020
Q1 		$880K Sell
23,007
-2,910
-11% -$123K 0.88% 32
2019
Q4 		$1.15M Buy
+25,917
New +$1.11M 1.04% 29

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

Stonebridge Financial Planning Group's IYK Position: Q2 2026 in Review

Stonebridge Financial Planning Group reduced its iShares US Consumer Staples ETF (IYK) stake by 7.3% in Q2 2026, selling an estimated $82.2K and leaving 14,709 shares worth $1.07M. The position accounts for 0.34% of the portfolio, ranked #87.

Stonebridge Financial Planning Group first reported a position in IYK in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.49M in Q4 2021. 286 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

  • Stonebridge Financial Planning Group held 14,709 shares of iShares US Consumer Staples ETF worth $1.07M as of Q2 2026.
  • Stonebridge Financial Planning Group sold 1,150 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $82.2K.
  • iShares US Consumer Staples ETF made up 0.34% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #87 holding.
  • Stonebridge Financial Planning Group first reported a position in iShares US Consumer Staples ETF in Q4 2019 and has held it in 27 quarters since.
  • Stonebridge Financial Planning Group's iShares US Consumer Staples ETF position peaked at $1.49M in Q4 2021.
  • 286 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.