Unique Wealth
IYK icon

Unique Wealth’s iShares US Consumer Staples ETF IYK Stock Holding History

Unique Wealth’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
Q3 		$7.3M Buy
103,260
+8,954
+9% +$664K 0.83% 28
2026
Q2 		$6.85M Buy
94,306
+1,449
+2% +$104K 0.8% 29
2026
Q1 		$6.5M Buy
+92,857
New +$6.68M 0.9% 28

Other funds holding IYK

Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
Key Client Fiduciary Advisors
Key Client Fiduciary Advisors Fairfield, New Jersey $358M AUM 21.09% 1-Year Est. Return
WealthSpring Partners
WealthSpring Partners Long Beach, California $94.4M AUM 11.13% 1-Year Est. Return
Centerline Wealth Advisors
Centerline Wealth Advisors Louisville, Kentucky $321M AUM 13.56% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
Madison Park Capital Advisors
Madison Park Capital Advisors Seattle, Washington $156M AUM 10.74% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
RCS
R2 Capital Strategies Lincoln, Nebraska $236M AUM

Unique Wealth's IYK Position: Q3 2026 in Review

Unique Wealth increased its iShares US Consumer Staples ETF (IYK) stake by 9.5% in Q3 2026, buying an estimated $664K and bringing the position to 103,260 shares worth $7.3M. The position accounts for 0.83% of the portfolio, ranked #28.

Unique Wealth first reported a position in IYK in Q1 2026 and has held it in 3 quarters since. 96 funds tracked by Wall St. Rank hold IYK as of Q3 2026.

  • Unique Wealth held 103,260 shares of iShares US Consumer Staples ETF worth $7.3M as of Q3 2026.
  • Unique Wealth bought 8,954 iShares US Consumer Staples ETF shares in Q3 2026, an estimated $664K.
  • iShares US Consumer Staples ETF made up 0.83% of Unique Wealth's portfolio in Q3 2026, its #28 holding.
  • Unique Wealth first reported a position in iShares US Consumer Staples ETF in Q1 2026 and has held it in 3 quarters since.
  • 96 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.