Symphony Financial Services
IYK icon

Symphony Financial Services’s iShares US Consumer Staples ETF IYK Stock Holding History

Symphony Financial Services’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 		$323K Buy
4,568
+150
+3% +$11.1K 0.14% 78
2026
Q2 		$321K Sell
4,418
-170
-4% -$12.2K 0.14% 78
2026
Q1 		$321K Hold
4,588
– – 0.17% 74
2025
Q4 		$307K Buy
4,588
+150
+3% +$10.2K 0.16% 71
2025
Q3 		$304K Buy
4,438
+405
+10% +$28.3K 0.16% 68
2025
Q2 		$284K Hold
4,033
– – 0.17% 63
2025
Q1 		$289K Buy
4,033
+450
+13% +$30.6K 0.19% 58
2024
Q4 		$235K Buy
3,583
+150
+4% +$10.3K 0.19% 69
2024
Q3 		$242K Buy
3,433
+300
+10% +$20.7K 0.21% 68
2024
Q2 		$205K Buy
+3,133
New +$208K 0.18% 79

Other funds holding IYK

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
Key Client Fiduciary Advisors
Key Client Fiduciary Advisors Fairfield, New Jersey $358M AUM 21.09% 1-Year Est. Return
Unique Wealth
Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return
WealthSpring Partners
WealthSpring Partners Long Beach, California $94.4M AUM 11.13% 1-Year Est. Return
Centerline Wealth Advisors
Centerline Wealth Advisors Louisville, Kentucky $321M AUM 13.56% 1-Year Est. Return

Symphony Financial Services's IYK Position: Q3 2026 in Review

Symphony Financial Services increased its iShares US Consumer Staples ETF (IYK) stake by 3.4% in Q3 2026, buying an estimated $11.1K and bringing the position to 4,568 shares worth $323K. The position accounts for 0.14% of the portfolio, ranked #78.

Symphony Financial Services first reported a position in IYK in Q2 2024 and has held it in 10 quarters since. 168 funds tracked by Wall St. Rank hold IYK as of Q3 2026.

  • Symphony Financial Services held 4,568 shares of iShares US Consumer Staples ETF worth $323K as of Q3 2026.
  • Symphony Financial Services bought 150 iShares US Consumer Staples ETF shares in Q3 2026, an estimated $11.1K.
  • iShares US Consumer Staples ETF made up 0.14% of Symphony Financial Services's portfolio in Q3 2026, its #78 holding.
  • Symphony Financial Services first reported a position in iShares US Consumer Staples ETF in Q2 2024 and has held it in 10 quarters since.
  • 168 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2026.

Based on Symphony Financial Services's 13F filing for Q3 2026, filed 9 Nov 2026.