Sunbelt Securities’s iShares US Consumer Staples ETF IYK Stock Holding History

Sunbelt Securities’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	$477K	Buy	+6,810	New	+$490K	0.03%	418
2025 Q3	–	Sell	-6,272	Closed	-$411K	–	2786
2025 Q2	$411K	Buy	6,272 +6,072	+3,036%	+$428K	0.04%	398
2025 Q1	$14.3K	Sell	200 -6,072	-97%	-$412K	﹤0.01%	1193
2024 Q4	$410K	Buy	6,272 +5,822	+1,294%	+$400K	0.04%	404
2024 Q3	$31.8K	Hold	450	–	–	﹤0.01%	1053
2024 Q2	$29.6K	Sell	450 -728	-62%	-$48.4K	﹤0.01%	1031
2024 Q1	$79.7K	Buy	1,178 +1,121	+1,967%	+$73.1K	0.01%	767
2023 Q4	$3.64K	Hold	57	–	–	﹤0.01%	1366
2023 Q3	$3.54K	Hold	57	–	–	﹤0.01%	1378
2023 Q2	$3.81K	Buy	+57	New	+$3.83K	﹤0.01%	1372

Other funds holding IYK

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Sunbelt Securities's IYK Position: Q1 2026 in Review

Sunbelt Securities opened a new position in iShares US Consumer Staples ETF (IYK) in Q1 2026: 6,810 shares worth $477K. The stake represents 0.03% of the portfolio and ranks #418 among its holdings. This is a return to the name: Sunbelt Securities previously reported a position in IYK as recently as Q2 2025.

Sunbelt Securities first reported a position in IYK in Q2 2023 and has held it in 10 quarters since. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

Sunbelt Securities held 6,810 shares of iShares US Consumer Staples ETF worth $477K as of Q1 2026.
iShares US Consumer Staples ETF was a new Sunbelt Securities position in Q1 2026.
iShares US Consumer Staples ETF made up 0.03% of Sunbelt Securities's portfolio in Q1 2026, its #418 holding.
Sunbelt Securities first reported a position in iShares US Consumer Staples ETF in Q2 2023 and has held it in 10 quarters since.
290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.