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

Thoroughbred 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 		$350K Sell
4,961
-92
-2% -$6.82K 0.02% 509
2026
Q2 		$367K Buy
5,053
+308
+6% +$22K 0.02% 492
2026
Q1 		$332K Buy
4,745
+12
+0.3% +$863 0.02% 472
2025
Q4 		$316K Sell
4,733
-707
-13% -$48K 0.02% 471
2025
Q3 		$372K Sell
5,440
-345
-6% -$24.1K 0.02% 437
2025
Q2 		$407K Sell
5,785
-4,186
-42% -$295K 0.03% 402
2025
Q1 		$713K Sell
9,971
-759
-7% -$51.5K 0.04% 352
2024
Q4 		$703K Buy
10,730
+436
+4% +$30K 0.04% 343
2024
Q3 		$726K Buy
10,294
+171
+2% +$11.8K 0.05% 333
2024
Q2 		$665K Sell
10,123
-7,571
-43% -$503K 0.04% 331
2024
Q1 		$1.2M Sell
17,694
-4,365
-20% -$285K 0.12% 171
2023
Q4 		$1.41M Sell
22,059
-6,984
-24% -$434K 0.11% 181
2023
Q3 		$1.8M Buy
29,043
+9,870
+51% +$652K 0.18% 124
2023
Q2 		$1.28M Buy
19,173
+1,836
+11% +$123K 0.17% 137
2023
Q1 		$1.15M Sell
17,337
-1,140
-6% -$74.6K 0.17% 141
2022
Q4 		$1.25M Buy
18,477
+2,184
+13% +$144K 0.2% 127
2022
Q3 		$976K Sell
16,293
-3,165
-16% -$208K 0.19% 131
2022
Q2 		$1.26M Buy
+19,458
New +$1.31M 0.23% 109

Other funds holding IYK

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

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

Thoroughbred Financial Services reduced its iShares US Consumer Staples ETF (IYK) stake by 1.8% in Q3 2026, selling an estimated $6.82K and leaving 4,961 shares worth $350K. The position accounts for 0.02% of the portfolio, ranked #509.

Thoroughbred Financial Services first reported a position in IYK in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.8M in Q3 2023. 256 funds tracked by Wall St. Rank hold IYK as of Q3 2026.

  • Thoroughbred Financial Services held 4,961 shares of iShares US Consumer Staples ETF worth $350K as of Q3 2026.
  • Thoroughbred Financial Services sold 92 iShares US Consumer Staples ETF shares in Q3 2026, an estimated $6.82K.
  • iShares US Consumer Staples ETF made up 0.02% of Thoroughbred Financial Services's portfolio in Q3 2026, its #509 holding.
  • Thoroughbred Financial Services first reported a position in iShares US Consumer Staples ETF in Q2 2022 and has held it in 18 quarters since.
  • Thoroughbred Financial Services's iShares US Consumer Staples ETF position peaked at $1.8M in Q3 2023.
  • 256 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2026.

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