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 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 $11.5B AUM 15.23% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SYM Financial Corp's IYK Position: Q1 2026 in Review

SYM Financial Corp increased its iShares US Consumer Staples ETF (IYK) stake by 0.44% in Q1 2026, buying an estimated $216 and bringing the position to 682 shares worth $47.8K. The position accounts for ﹤0.01% of the portfolio, ranked #363.

SYM Financial Corp first reported a position in IYK in Q3 2022 and has held it in 15 quarters since. The position peaked at $95K in Q1 2025. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

SYM Financial Corp held 682 shares of iShares US Consumer Staples ETF worth $47.8K as of Q1 2026.
SYM Financial Corp bought 3 iShares US Consumer Staples ETF shares in Q1 2026, an estimated $216.
iShares US Consumer Staples ETF made up ﹤0.01% of SYM Financial Corp's portfolio in Q1 2026, its #363 holding.
SYM Financial Corp first reported a position in iShares US Consumer Staples ETF in Q3 2022 and has held it in 15 quarters since.
SYM Financial Corp's iShares US Consumer Staples ETF position peaked at $95K in Q1 2025.
290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.