Tradewinds Capital Management’s iShares US Consumer Staples ETF IYK Stock Holding History

Tradewinds Capital 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 Q2	$14.8K	Hold	204	–	–	﹤0.01%	356
2026 Q1	$14.3K	Hold	204	–	–	﹤0.01%	355
2025 Q4	$13.7K	Hold	204	–	–	﹤0.01%	353
2025 Q3	$14K	Hold	204	–	–	﹤0.01%	335
2025 Q2	$14.4K	Hold	204	–	–	﹤0.01%	310
2025 Q1	$14.6K	Hold	204	–	–	﹤0.01%	318
2024 Q4	$13.4K	Sell	204 -136	-40%	-$9.34K	﹤0.01%	340
2024 Q3	$24K	Buy	340 +136	+67%	+$9.38K	0.01%	255
2024 Q2	$13.4K	Hold	204	–	–	﹤0.01%	305
2024 Q1	$13.8K	Sell	204 -384	-65%	-$25K	﹤0.01%	277
2023 Q4	$37.6K	Buy	+588	New	+$36.6K	0.02%	150

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

Tradewinds Capital Management's IYK Position: Q2 2026 in Review

Tradewinds Capital Management held its iShares US Consumer Staples ETF (IYK) position steady in Q2 2026 at 204 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

Tradewinds Capital Management first reported a position in IYK in Q4 2023 and has held it in 11 quarters since. The position peaked at $37.6K in Q4 2023. 286 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

Tradewinds Capital Management held 204 shares of iShares US Consumer Staples ETF worth $14.8K as of Q2 2026.
Tradewinds Capital Management left its iShares US Consumer Staples ETF share count unchanged in Q2 2026.
iShares US Consumer Staples ETF made up ﹤0.01% of Tradewinds Capital Management's portfolio in Q2 2026, its #356 holding.
Tradewinds Capital Management first reported a position in iShares US Consumer Staples ETF in Q4 2023 and has held it in 11 quarters since.
Tradewinds Capital Management's iShares US Consumer Staples ETF position peaked at $37.6K in Q4 2023.
286 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.