AIM
IYK icon

Anchor Investment Management’s iShares US Consumer Staples ETF IYK Stock Holding History

Anchor Investment 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
2021
Q4 		– Sell
-30
Closed -$1.8K – 1032
2021
Q3 		$1.8K Hold
30
– – ﹤0.01% 866
2021
Q2 		$1.84K Hold
30
– – ﹤0.01% 884
2021
Q1 		$1.77K Buy
+30
New +$1.76K ﹤0.01% 884

Other funds holding IYK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Anchor Investment Management's IYK Position: Q4 2021 in Review

Anchor Investment Management sold out of iShares US Consumer Staples ETF (IYK) in Q4 2021, closing a stake of 30 shares — an estimated $1.8K sold.

Anchor Investment Management first reported a position in IYK in Q1 2021 and held it in 3 quarters. The position peaked at $1.84K in Q2 2021. 165 funds tracked by Wall St. Rank hold IYK as of Q4 2021.

  • Anchor Investment Management reported no remaining iShares US Consumer Staples ETF position as of Q4 2021 after selling out during the quarter.
  • Anchor Investment Management sold 30 iShares US Consumer Staples ETF shares in Q4 2021, an estimated $1.8K.
  • Anchor Investment Management first reported a position in iShares US Consumer Staples ETF in Q1 2021 and held it in 3 quarters.
  • Anchor Investment Management's iShares US Consumer Staples ETF position peaked at $1.84K in Q2 2021.
  • 165 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q4 2021.

Based on Anchor Investment Management's 13F filing for Q4 2021, filed 2 Jan 2024.