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Thurston Springer Miller Herd & Titak’s iShares US Consumer Staples ETF IYK Stock Holding History

Thurston Springer Miller Herd & Titak’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 		– Sell
-831
Closed -$55.6K – 1380
2025
Q4 		$55.6K Buy
+831
New +$56.4K 0.02% 459
2025
Q3 		– Sell
-831
Closed -$58.6K – 976
2025
Q2 		$58.6K Hold
831
– – 0.01% 634
2025
Q1 		$59.5K Hold
831
– – 0.01% 579
2024
Q4 		$54.5K Hold
831
– – 0.01% 515
2024
Q3 		$58.6K Hold
831
– – 0.02% 528
2024
Q2 		$54.6K Buy
+831
New +$55.2K 0.02% 541

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 $8.41B AUM
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Thurston Springer Miller Herd & Titak's IYK Position: Q1 2026 in Review

Thurston Springer Miller Herd & Titak sold out of iShares US Consumer Staples ETF (IYK) in Q1 2026, closing a stake of 831 shares — an estimated $55.6K sold.

Thurston Springer Miller Herd & Titak first reported a position in IYK in Q2 2024 and held it in 6 quarters. The position peaked at $59.5K in Q1 2025. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

  • Thurston Springer Miller Herd & Titak reported no remaining iShares US Consumer Staples ETF position as of Q1 2026 after selling out during the quarter.
  • Thurston Springer Miller Herd & Titak sold 831 iShares US Consumer Staples ETF shares in Q1 2026, an estimated $55.6K.
  • Thurston Springer Miller Herd & Titak first reported a position in iShares US Consumer Staples ETF in Q2 2024 and held it in 6 quarters.
  • Thurston Springer Miller Herd & Titak's iShares US Consumer Staples ETF position peaked at $59.5K in Q1 2025.
  • 290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q1 2026, filed 14 Apr 2026.