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 Q2	$1.92M	Sell	26,361 -4,442	-14%	-$317K	0.47%	59
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 $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

WealthCare Investment Partners's IYK Position: Q2 2026 in Review

WealthCare Investment Partners reduced its iShares US Consumer Staples ETF (IYK) stake by 14% in Q2 2026, selling an estimated $317K and leaving 26,361 shares worth $1.92M. The position accounts for 0.47% of the portfolio, ranked #59.

WealthCare Investment Partners first reported a position in IYK in Q2 2022 and has held it in 17 quarters since. The position peaked at $7.64M in Q2 2023. 288 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

WealthCare Investment Partners held 26,361 shares of iShares US Consumer Staples ETF worth $1.92M as of Q2 2026.
WealthCare Investment Partners sold 4,442 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $317K.
iShares US Consumer Staples ETF made up 0.47% of WealthCare Investment Partners's portfolio in Q2 2026, its #59 holding.
WealthCare Investment Partners first reported a position in iShares US Consumer Staples ETF in Q2 2022 and has held it in 17 quarters since.
WealthCare Investment Partners's iShares US Consumer Staples ETF position peaked at $7.64M in Q2 2023.
288 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on WealthCare Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.