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 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 $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 $6.98B AUM

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

V2 Financial group's IYK Position: Q1 2026 in Review

V2 Financial group held its iShares US Consumer Staples ETF (IYK) position steady in Q1 2026 at 3,600 shares worth $252K. The position accounts for 0.12% of the portfolio, ranked #92.

V2 Financial group first reported a position in IYK in Q4 2020 and has held it in 22 quarters since. The position peaked at $258K in Q1 2025. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

V2 Financial group held 3,600 shares of iShares US Consumer Staples ETF worth $252K as of Q1 2026.
V2 Financial group left its iShares US Consumer Staples ETF share count unchanged in Q1 2026.
iShares US Consumer Staples ETF made up 0.12% of V2 Financial group's portfolio in Q1 2026, its #92 holding.
V2 Financial group first reported a position in iShares US Consumer Staples ETF in Q4 2020 and has held it in 22 quarters since.
V2 Financial group's iShares US Consumer Staples ETF position peaked at $258K in Q1 2025.
290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on V2 Financial group's 13F filing for Q1 2026, filed 4 May 2026.