Y-Intercept (HK)’s iShares US Consumer Staples ETF IYK Stock Holding History

Y-Intercept (HK)’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 Q3	–	Sell	-4,218	Closed	-$306K	–	1832
2026 Q2	$306K	Buy	+4,218	New	+$301K	0.01%	1462
2023 Q2	–	Sell	-3,567	Closed	-$237K	–	1495
2023 Q1	$237K	Buy	+3,567	New	+$233K	0.03%	879

Other funds holding IYK

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Key Client Fiduciary Advisors Fairfield, New Jersey $358M AUM 21.09% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

WealthSpring Partners Long Beach, California $94.4M AUM 11.13% 1-Year Est. Return

Centerline Wealth Advisors Louisville, Kentucky $321M AUM 13.56% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

RCS

R2 Capital Strategies Lincoln, Nebraska $236M AUM

Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return

Y-Intercept (HK)'s IYK Position: Q3 2026 in Review

Y-Intercept (HK) sold out of iShares US Consumer Staples ETF (IYK) in Q3 2026, closing a stake of 4,218 shares — an estimated $306K sold.

Y-Intercept (HK) first reported a position in IYK in Q1 2023 and held it in 2 quarters. The position peaked at $306K in Q2 2026. 85 funds tracked by Wall St. Rank hold IYK as of Q3 2026.

Y-Intercept (HK) reported no remaining iShares US Consumer Staples ETF position as of Q3 2026 after selling out during the quarter.
Y-Intercept (HK) sold 4,218 iShares US Consumer Staples ETF shares in Q3 2026, an estimated $306K.
Y-Intercept (HK) first reported a position in iShares US Consumer Staples ETF in Q1 2023 and held it in 2 quarters.
Y-Intercept (HK)'s iShares US Consumer Staples ETF position peaked at $306K in Q2 2026.
85 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.