American Portfolios Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History

American Portfolios Advisors’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 Q3	$274K	Sell	4,572 -21	-0.5%	-$1.38K	0.01%	892
2022 Q2	$298K	Sell	4,593 -180	-4%	-$12.1K	0.01%	880
2022 Q1	$319K	Sell	4,773 -189	-4%	-$12.6K	0.01%	944
2021 Q4	$331K	Sell	4,962 -858	-15%	-$53.7K	0.01%	918
2021 Q3	$348K	Buy	5,820 +324	+6%	+$20K	0.01%	877
2021 Q2	$337K	Buy	5,496 +168	+3%	+$10.1K	0.01%	902
2021 Q1	$314K	Buy	5,328 +786	+17%	+$46K	0.01%	841
2020 Q4	$263K	Buy	4,542 +675	+17%	+$35.8K	0.01%	788
2020 Q3	$193K	Buy	3,867 +2,712	+235%	+$129K	0.01%	810
2020 Q2	$49.1K	Buy	1,155 +210	+22%	+$8.48K	﹤0.01%	1295
2020 Q1	$34.1K	Hold	945	–	–	﹤0.01%	1326
2019 Q4	$42K	Hold	945	–	–	﹤0.01%	1416
2019 Q3	$39.8K	Hold	945	–	–	﹤0.01%	1371
2019 Q2	$38.3K	Hold	945	–	–	﹤0.01%	1383
2019 Q1	$37.6K	Hold	945	–	–	﹤0.01%	1308
2018 Q4	$33.5K	Hold	945	–	–	﹤0.01%	1180
2018 Q3	$37.4K	Buy	945 +495	+110%	+$19.8K	﹤0.01%	1238
2018 Q2	$17.7K	Hold	450	–	–	﹤0.01%	1495
2018 Q1	$17.8K	Hold	450	–	–	﹤0.01%	1421
2017 Q4	$19K	Buy	+450	New	+$18.5K	﹤0.01%	1346

Other funds holding IYK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

American Portfolios Advisors's IYK Position: Q3 2022 in Review

American Portfolios Advisors reduced its iShares US Consumer Staples ETF (IYK) stake by 0.46% in Q3 2022, selling an estimated $1.38K and leaving 4,572 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #892.

American Portfolios Advisors first reported a position in IYK in Q4 2017 and has held it in 20 quarters since. The position peaked at $348K in Q3 2021. 227 funds tracked by Wall St. Rank hold IYK as of Q3 2022.

American Portfolios Advisors held 4,572 shares of iShares US Consumer Staples ETF worth $274K as of Q3 2022.
American Portfolios Advisors sold 21 iShares US Consumer Staples ETF shares in Q3 2022, an estimated $1.38K.
iShares US Consumer Staples ETF made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #892 holding.
American Portfolios Advisors first reported a position in iShares US Consumer Staples ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's iShares US Consumer Staples ETF position peaked at $348K in Q3 2021.
227 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.