Advisory Alpha’s iShares US Consumer Staples ETF IYK Stock Holding History

Advisory Alpha’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
2023 Q4	–	Sell	-3,318	Closed	-$206K	–	354
2023 Q3	$206K	Sell	3,318 -120	-3%	-$7.93K	0.01%	285
2023 Q2	$230K	Buy	+3,438	New	+$231K	0.01%	293

Other funds holding IYK

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Advisory Alpha's IYK Position: Q4 2023 in Review

Advisory Alpha sold out of iShares US Consumer Staples ETF (IYK) in Q4 2023, closing a stake of 3,318 shares — an estimated $206K sold.

Advisory Alpha first reported a position in IYK in Q2 2023 and held it in 2 quarters. The position peaked at $230K in Q2 2023. 240 funds tracked by Wall St. Rank hold IYK as of Q4 2023.

Advisory Alpha reported no remaining iShares US Consumer Staples ETF position as of Q4 2023 after selling out during the quarter.
Advisory Alpha sold 3,318 iShares US Consumer Staples ETF shares in Q4 2023, an estimated $206K.
Advisory Alpha first reported a position in iShares US Consumer Staples ETF in Q2 2023 and held it in 2 quarters.
Advisory Alpha's iShares US Consumer Staples ETF position peaked at $230K in Q2 2023.
240 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q4 2023.

Based on Advisory Alpha's 13F filing for Q4 2023, filed 23 Jan 2024.