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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
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

DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Thoroughbred Financial Services's IYK Position: Q1 2026 in Review

Thoroughbred Financial Services increased its iShares US Consumer Staples ETF (IYK) stake by 0.25% in Q1 2026, buying an estimated $863 and bringing the position to 4,745 shares worth $332K. The position accounts for 0.02% of the portfolio, ranked #472.

Thoroughbred Financial Services first reported a position in IYK in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.8M in Q3 2023. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

  • Thoroughbred Financial Services held 4,745 shares of iShares US Consumer Staples ETF worth $332K as of Q1 2026.
  • Thoroughbred Financial Services bought 12 iShares US Consumer Staples ETF shares in Q1 2026, an estimated $863.
  • iShares US Consumer Staples ETF made up 0.02% of Thoroughbred Financial Services's portfolio in Q1 2026, its #472 holding.
  • Thoroughbred Financial Services first reported a position in iShares US Consumer Staples ETF in Q2 2022 and has held it in 16 quarters since.
  • Thoroughbred Financial Services's iShares US Consumer Staples ETF position peaked at $1.8M in Q3 2023.
  • 290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on Thoroughbred Financial Services's 13F filing for Q1 2026, filed 12 May 2026.