V2 Financial group’s iShares US Consumer Staples ETF IYK Stock Holding History

V2 Financial group’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	$262K	Hold	3,600	–	–	0.1%	107
2026 Q1	$252K	Hold	3,600	–	–	0.12%	92
2025 Q4	$241K	Hold	3,600	–	–	0.12%	85
2025 Q3	$246K	Hold	3,600	–	–	0.14%	77
2025 Q2	$254K	Hold	3,600	–	–	0.15%	69
2025 Q1	$258K	Hold	3,600	–	–	0.17%	69
2024 Q4	$236K	Hold	3,600	–	–	0.14%	73
2024 Q3	$254K	Hold	3,600	–	–	0.16%	65
2024 Q2	$247K	Hold	3,600	–	–	0.17%	65
2024 Q1	$243K	Hold	3,600	–	–	0.17%	62
2023 Q4	$230K	Hold	3,600	–	–	0.16%	55
2023 Q3	$224K	Hold	3,600	–	–	0.17%	53
2023 Q2	$240K	Hold	3,600	–	–	0.17%	52
2023 Q1	$239K	Hold	3,600	–	–	0.17%	54
2022 Q4	$243K	Hold	3,600	–	–	0.19%	57
2022 Q3	$216K	Hold	3,600	–	–	0.19%	53
2022 Q2	$234K	Hold	3,600	–	–	0.19%	53
2022 Q1	$240K	Hold	3,600	–	–	0.18%	54
2021 Q4	$240K	Hold	3,600	–	–	0.19%	60
2021 Q3	$216K	Hold	3,600	–	–	0.19%	55
2021 Q2	$221K	Hold	3,600	–	–	0.19%	54
2021 Q1	$212K	Hold	3,600	–	–	0.19%	54
2020 Q4	$208K	Buy	+3,600	New	+$191K	0.21%	63

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

V2 Financial group's IYK Position: Q2 2026 in Review

V2 Financial group held its iShares US Consumer Staples ETF (IYK) position steady in Q2 2026 at 3,600 shares worth $262K. The position accounts for 0.1% of the portfolio, ranked #107.

V2 Financial group first reported a position in IYK in Q4 2020 and has held it in 23 quarters since. 288 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

V2 Financial group held 3,600 shares of iShares US Consumer Staples ETF worth $262K as of Q2 2026.
V2 Financial group left its iShares US Consumer Staples ETF share count unchanged in Q2 2026.
iShares US Consumer Staples ETF made up 0.1% of V2 Financial group's portfolio in Q2 2026, its #107 holding.
V2 Financial group first reported a position in iShares US Consumer Staples ETF in Q4 2020 and has held it in 23 quarters since.
288 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on V2 Financial group's 13F filing for Q2 2026, filed 11 Aug 2026.