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Ables Iannone Moore & Associates’s iShares US Consumer Staples ETF IYK Stock Holding History

Ables Iannone Moore & Associates’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
2024
Q2 		– Sell
-150
Closed -$10.1K – 71
2024
Q1 		$10.1K Hold
150
– – 0.01% 66
2023
Q4 		$9.59K Buy
+150
New +$9.33K 0.01% 184

Other funds holding IYK

PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Ables Iannone Moore & Associates's IYK Position: Q2 2024 in Review

Ables Iannone Moore & Associates sold out of iShares US Consumer Staples ETF (IYK) in Q2 2024, closing a stake of 150 shares — an estimated $10.1K sold.

Ables Iannone Moore & Associates first reported a position in IYK in Q4 2023 and held it in 2 quarters. The position peaked at $10.1K in Q1 2024. 232 funds tracked by Wall St. Rank hold IYK as of Q2 2024.

  • Ables Iannone Moore & Associates reported no remaining iShares US Consumer Staples ETF position as of Q2 2024 after selling out during the quarter.
  • Ables Iannone Moore & Associates sold 150 iShares US Consumer Staples ETF shares in Q2 2024, an estimated $10.1K.
  • Ables Iannone Moore & Associates first reported a position in iShares US Consumer Staples ETF in Q4 2023 and held it in 2 quarters.
  • Ables Iannone Moore & Associates's iShares US Consumer Staples ETF position peaked at $10.1K in Q1 2024.
  • 232 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2024.

Based on Ables Iannone Moore & Associates's 13F filing for Q2 2024, filed 11 Jul 2024.