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 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

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

Thoroughbred Financial Services increased its iShares US Consumer Staples ETF (IYK) stake by 6.5% in Q2 2026, buying an estimated $22K and bringing the position to 5,053 shares worth $367K. The position accounts for 0.02% of the portfolio, ranked #492.

Thoroughbred Financial Services first reported a position in IYK in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.8M in Q3 2023. 287 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

Thoroughbred Financial Services held 5,053 shares of iShares US Consumer Staples ETF worth $367K as of Q2 2026.
Thoroughbred Financial Services bought 308 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $22K.
iShares US Consumer Staples ETF made up 0.02% of Thoroughbred Financial Services's portfolio in Q2 2026, its #492 holding.
Thoroughbred Financial Services first reported a position in iShares US Consumer Staples ETF in Q2 2022 and has held it in 17 quarters since.
Thoroughbred Financial Services's iShares US Consumer Staples ETF position peaked at $1.8M in Q3 2023.
287 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.