U.S. Capital Wealth Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History

U.S. Capital Wealth Advisors’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	$341K	Buy	4,868 +332	+7%	+$23.9K	0.01%	780
2025 Q4	$304K	Buy	4,536 +5	+0.1%	+$339	0.01%	800
2025 Q3	$310K	Buy	4,531 +192	+4%	+$13.4K	0.01%	763
2025 Q2	$306K	Buy	4,339 +874	+25%	+$61.6K	0.01%	707
2025 Q1	$248K	Buy	3,465 +103	+3%	+$6.99K	0.01%	751
2024 Q4	$221K	Buy	+3,362	New	+$231K	0.01%	754
2023 Q1	–	Sell	-456	Closed	-$30.8K	–	1090
2022 Q4	$30.8K	Buy	+456	New	+$30K	﹤0.01%	1001
2022 Q1	–	Sell	-4,002	Closed	-$267K	–	730
2021 Q4	$267K	Buy	+4,002	New	+$251K	0.01%	624

Other funds holding IYK

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

U.S. Capital Wealth Advisors's IYK Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its iShares US Consumer Staples ETF (IYK) stake by 7.3% in Q1 2026, buying an estimated $23.9K and bringing the position to 4,868 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #780.

U.S. Capital Wealth Advisors first reported a position in IYK in Q4 2021 and has held it in 8 quarters since. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

U.S. Capital Wealth Advisors held 4,868 shares of iShares US Consumer Staples ETF worth $341K as of Q1 2026.
U.S. Capital Wealth Advisors bought 332 iShares US Consumer Staples ETF shares in Q1 2026, an estimated $23.9K.
iShares US Consumer Staples ETF made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #780 holding.
U.S. Capital Wealth Advisors first reported a position in iShares US Consumer Staples ETF in Q4 2021 and has held it in 8 quarters since.
290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.