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Stronghold Wealth Management’s iShares US Consumer Staples ETF IYK Stock Holding History

Stronghold Wealth 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
Q3 		– Sell
-3,149
Closed -$229K – 136
2026
Q2 		$229K Sell
3,149
-45
-1% -$3.22K 0.31% 112
2026
Q1 		$224K Sell
3,194
-121
-4% -$8.7K 0.34% 100
2025
Q4 		$222K Buy
+3,315
New +$225K 0.33% 99

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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
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
RCS
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MGIA
Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Stronghold Wealth Management's IYK Position: Q3 2026 in Review

Stronghold Wealth Management sold out of iShares US Consumer Staples ETF (IYK) in Q3 2026, closing a stake of 3,149 shares — an estimated $229K sold.

Stronghold Wealth Management first reported a position in IYK in Q4 2025 and held it in 3 quarters. The position peaked at $229K in Q2 2026. 39 funds tracked by Wall St. Rank hold IYK as of Q3 2026.

  • Stronghold Wealth Management reported no remaining iShares US Consumer Staples ETF position as of Q3 2026 after selling out during the quarter.
  • Stronghold Wealth Management sold 3,149 iShares US Consumer Staples ETF shares in Q3 2026, an estimated $229K.
  • Stronghold Wealth Management first reported a position in iShares US Consumer Staples ETF in Q4 2025 and held it in 3 quarters.
  • Stronghold Wealth Management's iShares US Consumer Staples ETF position peaked at $229K in Q2 2026.
  • 39 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2026.

Based on Stronghold Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.