Wall Street Financial Group’s iShares US Consumer Staples ETF IYK Stock Holding History

Wall Street 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	$1.68M	Buy	23,124 +1,050	+5%	+$75K	0.9%	28
2026 Q1	$1.55M	Buy	22,074 +1,302	+6%	+$93.6K	0.92%	26
2025 Q4	$1.39M	Sell	20,772 -1,576	-7%	-$107K	1.01%	22
2025 Q3	$1.53M	Sell	22,348 -1,932	-8%	-$135K	1.12%	24
2025 Q2	$1.71M	Sell	24,280 -20,982	-46%	-$1.48M	1.54%	19
2025 Q1	$3.24M	Sell	45,262 -1,733	-4%	-$118K	3.36%	10
2024 Q4	$3.08M	Buy	46,995 +5,920	+14%	+$407K	3.01%	10
2024 Q3	$2.9M	Buy	41,075 +17,857	+77%	+$1.23M	3.06%	11
2024 Q2	$1.53M	Buy	+23,218	New	+$1.54M	2.59%	13

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

Wall Street Financial Group's IYK Position: Q2 2026 in Review

Wall Street Financial Group increased its iShares US Consumer Staples ETF (IYK) stake by 4.8% in Q2 2026, buying an estimated $75K and bringing the position to 23,124 shares worth $1.68M. The position accounts for 0.9% of the portfolio, ranked #28.

Wall Street Financial Group first reported a position in IYK in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.24M in Q1 2025. 286 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

Wall Street Financial Group held 23,124 shares of iShares US Consumer Staples ETF worth $1.68M as of Q2 2026.
Wall Street Financial Group bought 1,050 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $75K.
iShares US Consumer Staples ETF made up 0.9% of Wall Street Financial Group's portfolio in Q2 2026, its #28 holding.
Wall Street Financial Group first reported a position in iShares US Consumer Staples ETF in Q2 2024 and has held it in 9 quarters since.
Wall Street Financial Group's iShares US Consumer Staples ETF position peaked at $3.24M in Q1 2025.
286 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on Wall Street Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.