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AMJ Financial Wealth Management’s iShares US Consumer Staples ETF IYK Stock Holding History

AMJ Financial 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
2023
Q4 		– Sell
-3,996
Closed -$248K – 77
2023
Q3 		$248K Sell
3,996
-4,518
-53% -$298K 0.11% 58
2023
Q2 		$568K Buy
8,514
+5,244
+160% +$352K 0.25% 53
2023
Q1 		$217K Buy
+3,270
New +$214K 0.14% 54

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AMJ Financial Wealth Management's IYK Position: Q4 2023 in Review

AMJ Financial Wealth Management sold out of iShares US Consumer Staples ETF (IYK) in Q4 2023, closing a stake of 3,996 shares — an estimated $248K sold.

AMJ Financial Wealth Management first reported a position in IYK in Q1 2023 and held it in 3 quarters. The position peaked at $568K in Q2 2023. 240 funds tracked by Wall St. Rank hold IYK as of Q4 2023.

  • AMJ Financial Wealth Management reported no remaining iShares US Consumer Staples ETF position as of Q4 2023 after selling out during the quarter.
  • AMJ Financial Wealth Management sold 3,996 iShares US Consumer Staples ETF shares in Q4 2023, an estimated $248K.
  • AMJ Financial Wealth Management first reported a position in iShares US Consumer Staples ETF in Q1 2023 and held it in 3 quarters.
  • AMJ Financial Wealth Management's iShares US Consumer Staples ETF position peaked at $568K in Q2 2023.
  • 240 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q4 2023.

Based on AMJ Financial Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.