AWM
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Alterna Wealth Management’s iShares US Consumer Staples ETF IYK Stock Holding History

Alterna Wealth Management’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
Q1 		– Sell
-5,469
Closed -$365K – 136
2021
Q4 		$365K Buy
+5,469
New +$343K 0.3% 59

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Alterna Wealth Management's IYK Position: Q1 2022 in Review

Alterna Wealth Management sold out of iShares US Consumer Staples ETF (IYK) in Q1 2022, closing a stake of 5,469 shares — an estimated $365K sold.

Alterna Wealth Management first reported a position in IYK in Q4 2021 and held it in 1 quarter. The position peaked at $365K in Q4 2021. 187 funds tracked by Wall St. Rank hold IYK as of Q1 2022.

  • Alterna Wealth Management reported no remaining iShares US Consumer Staples ETF position as of Q1 2022 after selling out during the quarter.
  • Alterna Wealth Management sold 5,469 iShares US Consumer Staples ETF shares in Q1 2022, an estimated $365K.
  • Alterna Wealth Management first reported a position in iShares US Consumer Staples ETF in Q4 2021 and held it in 1 quarter.
  • Alterna Wealth Management's iShares US Consumer Staples ETF position peaked at $365K in Q4 2021.
  • 187 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2022.

Based on Alterna Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.