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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
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

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
CWA
Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
SLP
Storen Legacy Partners Zionsville, Indiana $367M AUM
CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Unique Wealth's IYK Position: Q2 2026 in Review

Unique Wealth increased its iShares US Consumer Staples ETF (IYK) stake by 1.6% in Q2 2026, buying an estimated $104K and bringing the position to 94,306 shares worth $6.85M. The position accounts for 0.8% of the portfolio, ranked #29.

Unique Wealth first reported a position in IYK in Q1 2026 and has held it in 2 quarters since. 109 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

  • Unique Wealth held 94,306 shares of iShares US Consumer Staples ETF worth $6.85M as of Q2 2026.
  • Unique Wealth bought 1,449 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $104K.
  • iShares US Consumer Staples ETF made up 0.8% of Unique Wealth's portfolio in Q2 2026, its #29 holding.
  • Unique Wealth first reported a position in iShares US Consumer Staples ETF in Q1 2026 and has held it in 2 quarters since.
  • 109 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.