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Stratos Investment Management’s iShares US Consumer Staples ETF IYK Stock Holding History

Stratos Investment 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
Q1 		$247K Buy
3,524
+280
+9% +$20.1K 0.01% 335
2025
Q4 		$217K Sell
3,244
-305
-9% -$20.7K 0.01% 332
2025
Q3 		$243K Buy
+3,549
New +$248K 0.01% 319

Other funds holding IYK

DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Stratos Investment Management's IYK Position: Q1 2026 in Review

Stratos Investment Management increased its iShares US Consumer Staples ETF (IYK) stake by 8.6% in Q1 2026, buying an estimated $20.1K and bringing the position to 3,524 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #335.

Stratos Investment Management first reported a position in IYK in Q3 2025 and has held it in 3 quarters since. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

  • Stratos Investment Management held 3,524 shares of iShares US Consumer Staples ETF worth $247K as of Q1 2026.
  • Stratos Investment Management bought 280 iShares US Consumer Staples ETF shares in Q1 2026, an estimated $20.1K.
  • iShares US Consumer Staples ETF made up 0.01% of Stratos Investment Management's portfolio in Q1 2026, its #335 holding.
  • Stratos Investment Management first reported a position in iShares US Consumer Staples ETF in Q3 2025 and has held it in 3 quarters since.
  • 290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on Stratos Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.