WC
IYK icon

Waterloo Capital’s iShares US Consumer Staples ETF IYK Stock Holding History

Waterloo Capital’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 		$1.3M Buy
18,622
+87
+0.5% +$6.25K 0.09% 186
2025
Q4 		$1.24M Sell
18,535
-36
-0.2% -$2.44K 0.09% 183
2025
Q3 		$1.27M Buy
18,571
+339
+2% +$23.7K 0.09% 172
2025
Q2 		$1.29M Sell
18,232
-392
-2% -$27.6K 0.1% 164
2025
Q1 		$1.33M Buy
18,624
+568
+3% +$38.6K 0.12% 152
2024
Q4 		$1.18M Buy
18,056
+13
+0.1% +$893 0.12% 153
2024
Q3 		$1.27M Buy
18,043
+178
+1% +$12.3K 0.14% 147
2024
Q2 		$1.17M Sell
17,865
-1,085
-6% -$72.1K 0.14% 139
2024
Q1 		$1.28M Sell
18,950
-17,497
-48% -$1.14M 0.16% 127
2023
Q4 		$2.33M Buy
+36,447
New +$2.27M 0.38% 67

Other funds holding IYK

DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return