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 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

KCFA

Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

CWA

Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

SLP

Storen Legacy Partners Zionsville, Indiana $367M AUM

CIG

Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return

Symphony Financial Services's IYK Position: Q2 2026 in Review

Symphony Financial Services reduced its iShares US Consumer Staples ETF (IYK) stake by 3.7% in Q2 2026, selling an estimated $12.2K and leaving 4,418 shares worth $321K. 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 9 quarters since. The position peaked at $321K in Q1 2026. 131 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

Symphony Financial Services held 4,418 shares of iShares US Consumer Staples ETF worth $321K as of Q2 2026.
Symphony Financial Services sold 170 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $12.2K.
iShares US Consumer Staples ETF made up 0.14% of Symphony Financial Services's portfolio in Q2 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 9 quarters since.
Symphony Financial Services's iShares US Consumer Staples ETF position peaked at $321K in Q1 2026.
131 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.