SA
IYK icon

Strategic Advocates’s iShares US Consumer Staples ETF IYK Stock Holding History

Strategic Advocates’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
Q1 		– Sell
-274
Closed -$18.5K – 444
2025
Q4 		$18.5K Buy
274
+162
+145% +$11K ﹤0.01% 298
2025
Q3 		$7.66K Buy
+112
New +$7.82K ﹤0.01% 374

Other funds holding IYK

Dynasty Wealth Management
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
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Strategic Advocates's IYK Position: Q1 2026 in Review

Strategic Advocates sold out of iShares US Consumer Staples ETF (IYK) in Q1 2026, closing a stake of 274 shares — an estimated $18.5K sold.

Strategic Advocates first reported a position in IYK in Q3 2025 and held it in 2 quarters. The position peaked at $18.5K in Q4 2025. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

  • Strategic Advocates reported no remaining iShares US Consumer Staples ETF position as of Q1 2026 after selling out during the quarter.
  • Strategic Advocates sold 274 iShares US Consumer Staples ETF shares in Q1 2026, an estimated $18.5K.
  • Strategic Advocates first reported a position in iShares US Consumer Staples ETF in Q3 2025 and held it in 2 quarters.
  • Strategic Advocates's iShares US Consumer Staples ETF position peaked at $18.5K in Q4 2025.
  • 290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.