VWM
IYK icon

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

Valley Wealth Managers’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 		$46 Hold
1
– – ﹤0.01% 340
2026
Q2 		$47 Buy
+1
New +$71 ﹤0.01% 339

Other funds holding IYK

FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Valley Wealth Managers's IYK Position: Q3 2026 in Review

Valley Wealth Managers held its iShares US Consumer Staples ETF (IYK) position steady in Q3 2026 at 1 share worth $46. The position accounts for ﹤0.01% of the portfolio, ranked #340.

Valley Wealth Managers first reported a position in IYK in Q2 2026 and has held it in 2 quarters since. The position peaked at $47 in Q2 2026. 21 funds tracked by Wall St. Rank hold IYK as of Q3 2026.

  • Valley Wealth Managers held 1 share of iShares US Consumer Staples ETF worth $46 as of Q3 2026.
  • Valley Wealth Managers left its iShares US Consumer Staples ETF share count unchanged in Q3 2026.
  • iShares US Consumer Staples ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #340 holding.
  • Valley Wealth Managers first reported a position in iShares US Consumer Staples ETF in Q2 2026 and has held it in 2 quarters since.
  • Valley Wealth Managers's iShares US Consumer Staples ETF position peaked at $47 in Q2 2026.
  • 21 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.