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Aspire Capital Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History

Aspire Capital 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
2023
Q2 		– Sell
-85,764
Closed -$5.7M – 62
2023
Q1 		$5.7M Buy
85,764
+978
+1% +$64K 2.99% 10
2022
Q4 		$5.73M Buy
+84,786
New +$5.58M 3.26% 10

Other funds holding IYK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Aspire Capital Advisors's IYK Position: Q2 2023 in Review

Aspire Capital Advisors sold out of iShares US Consumer Staples ETF (IYK) in Q2 2023, closing a stake of 85,764 shares — an estimated $5.7M sold.

Aspire Capital Advisors first reported a position in IYK in Q4 2022 and held it in 2 quarters. The position peaked at $5.73M in Q4 2022. 244 funds tracked by Wall St. Rank hold IYK as of Q2 2023.

  • Aspire Capital Advisors reported no remaining iShares US Consumer Staples ETF position as of Q2 2023 after selling out during the quarter.
  • Aspire Capital Advisors sold 85,764 iShares US Consumer Staples ETF shares in Q2 2023, an estimated $5.7M.
  • Aspire Capital Advisors first reported a position in iShares US Consumer Staples ETF in Q4 2022 and held it in 2 quarters.
  • Aspire Capital Advisors's iShares US Consumer Staples ETF position peaked at $5.73M in Q4 2022.
  • 244 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2023.

Based on Aspire Capital Advisors's 13F filing for Q2 2023, filed 26 Jul 2023.