Synergy Investment Management’s iShares US Consumer Staples ETF IYK Stock Holding History

Synergy Investment Management’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	$13.8K	Buy	+197	New	+$14.2K	﹤0.01%	456

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

Synergy Investment Management's IYK Position: Q1 2026 in Review

Synergy Investment Management opened a new position in iShares US Consumer Staples ETF (IYK) in Q1 2026: 197 shares worth $13.8K. The stake represents ﹤0.01% of the portfolio and ranks #456 among its holdings.

290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

Synergy Investment Management held 197 shares of iShares US Consumer Staples ETF worth $13.8K as of Q1 2026.
iShares US Consumer Staples ETF was a new Synergy Investment Management position in Q1 2026.
iShares US Consumer Staples ETF made up ﹤0.01% of Synergy Investment Management's portfolio in Q1 2026, its #456 holding.
290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.