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

Key Client Fiduciary Advisors Fairfield, New Jersey $343M AUM 35.3% 1-Year Est. Return

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return