SYM Financial Corp’s iShares US Consumer Staples ETF IYK Stock Holding History

SYM Financial Corp’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	$49.8K	Buy	686 +4	+0.6%	+$286	﹤0.01%	436
2026 Q1	$47.8K	Buy	682 +3	+0.4%	+$216	﹤0.01%	363
2025 Q4	$45.4K	Sell	679 -665	-49%	-$45.1K	﹤0.01%	363
2025 Q3	$91.9K	Buy	1,344 +9	+0.7%	+$628	0.01%	347
2025 Q2	$94.1K	Buy	1,335 +8	+0.6%	+$563	0.01%	340
2025 Q1	$95K	Buy	1,327 +5	+0.4%	+$340	0.01%	291
2024 Q4	$86.7K	Buy	1,322 +10	+0.8%	+$687	0.01%	267
2024 Q3	$92.6K	Buy	1,312 +10	+0.8%	+$690	0.01%	205
2024 Q2	$85.6K	Buy	1,302 +8	+0.6%	+$532	0.01%	185
2024 Q1	$87.5K	Buy	1,294 +4	+0.3%	+$261	0.01%	110
2023 Q4	$82.4K	Buy	1,290 +24	+2%	+$1.49K	0.01%	120
2023 Q3	$78.7K	Hold	1,266	–	–	0.01%	113
2023 Q2	$84.5K	Buy	1,266 +6	+0.5%	+$403	0.02%	72
2023 Q1	$83.7K	Buy	1,260 +6	+0.5%	+$393	0.02%	69
2022 Q4	$84.8K	Buy	1,254 +9	+0.7%	+$592	0.02%	72
2022 Q3	$75K	Buy	+1,245	New	+$81.8K	0.04%	67

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

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

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

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

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

SYM Financial Corp's IYK Position: Q2 2026 in Review

SYM Financial Corp increased its iShares US Consumer Staples ETF (IYK) stake by 0.59% in Q2 2026, buying an estimated $286 and bringing the position to 686 shares worth $49.8K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

SYM Financial Corp first reported a position in IYK in Q3 2022 and has held it in 16 quarters since. The position peaked at $95K in Q1 2025. 288 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

SYM Financial Corp held 686 shares of iShares US Consumer Staples ETF worth $49.8K as of Q2 2026.
SYM Financial Corp bought 4 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $286.
iShares US Consumer Staples ETF made up ﹤0.01% of SYM Financial Corp's portfolio in Q2 2026, its #436 holding.
SYM Financial Corp first reported a position in iShares US Consumer Staples ETF in Q3 2022 and has held it in 16 quarters since.
SYM Financial Corp's iShares US Consumer Staples ETF position peaked at $95K in Q1 2025.
288 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.