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WealthCare Investment Partners’s iShares US Consumer Staples ETF IYK Stock Holding History

WealthCare Investment Partners’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 		$2.15M Sell
30,803
-3,116
-9% -$224K 0.6% 48
2025
Q4 		$2.26M Sell
33,919
-3,691
-10% -$251K 0.66% 45
2025
Q3 		$2.57M Sell
37,610
-6,948
-16% -$485K 0.83% 30
2025
Q2 		$3.17M Sell
44,558
-5,073
-10% -$357K 1.14% 24
2025
Q1 		$3.51M Sell
49,631
-18,571
-27% -$1.26M 1.49% 18
2024
Q4 		$4.45M Sell
68,202
-23,130
-25% -$1.59M 1.94% 13
2024
Q3 		$6.27M Sell
91,332
-6,784
-7% -$468K 2.75% 4
2024
Q2 		$6.45M Sell
98,116
-1,621
-2% -$108K 3% 4
2024
Q1 		$6.75M Sell
99,737
-4,363
-4% -$284K 3.26% 4
2023
Q4 		$6.73M Sell
104,100
-9,711
-9% -$604K 3.67% 4
2023
Q3 		$7.02M Sell
113,811
-117
-0.1% -$7.73K 4.27% 4
2023
Q2 		$7.64M Buy
113,928
+1,947
+2% +$131K 4.59% 3
2023
Q1 		$7.44M Buy
111,981
+28,191
+34% +$1.84M 4.5% 3
2022
Q4 		$5.66M Buy
83,790
+38,175
+84% +$2.51M 3.86% 6
2022
Q3 		$2.73M Buy
45,615
+22,245
+95% +$1.46M 2.26% 8
2022
Q2 		$1.52M Buy
+23,370
New +$1.57M 1.3% 19

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 $1.56T 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
LPL Financial San Diego, California $377B 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 $432B 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

WealthCare Investment Partners's IYK Position: Q1 2026 in Review

WealthCare Investment Partners reduced its iShares US Consumer Staples ETF (IYK) stake by 9.2% in Q1 2026, selling an estimated $224K and leaving 30,803 shares worth $2.15M. The position accounts for 0.6% of the portfolio, ranked #48.

WealthCare Investment Partners first reported a position in IYK in Q2 2022 and has held it in 16 quarters since. The position peaked at $7.64M in Q2 2023. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

  • WealthCare Investment Partners held 30,803 shares of iShares US Consumer Staples ETF worth $2.15M as of Q1 2026.
  • WealthCare Investment Partners sold 3,116 iShares US Consumer Staples ETF shares in Q1 2026, an estimated $224K.
  • iShares US Consumer Staples ETF made up 0.6% of WealthCare Investment Partners's portfolio in Q1 2026, its #48 holding.
  • WealthCare Investment Partners first reported a position in iShares US Consumer Staples ETF in Q2 2022 and has held it in 16 quarters since.
  • WealthCare Investment Partners's iShares US Consumer Staples ETF position peaked at $7.64M in Q2 2023.
  • 290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.