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

Almanack 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
2022
Q4 		– Sell
-2,370
Closed -$142K – 688
2022
Q3 		$142K Buy
+2,370
New +$156K 0.03% 161

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UBS Group
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MCM
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Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RJFSA
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Almanack Investment Partners's IYK Position: Q4 2022 in Review

Almanack Investment Partners sold out of iShares US Consumer Staples ETF (IYK) in Q4 2022, closing a stake of 2,370 shares — an estimated $142K sold.

Almanack Investment Partners first reported a position in IYK in Q3 2022 and held it in 1 quarter. The position peaked at $142K in Q3 2022. 261 funds tracked by Wall St. Rank hold IYK as of Q4 2022.

  • Almanack Investment Partners reported no remaining iShares US Consumer Staples ETF position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 2,370 iShares US Consumer Staples ETF shares in Q4 2022, an estimated $142K.
  • Almanack Investment Partners first reported a position in iShares US Consumer Staples ETF in Q3 2022 and held it in 1 quarter.
  • Almanack Investment Partners's iShares US Consumer Staples ETF position peaked at $142K in Q3 2022.
  • 261 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.