Atlas Private Wealth Management’s iShares US Consumer Staples ETF IYK Stock Holding History

Atlas Private 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
2021 Q2	–	Sell	-2,562	Closed	-$151K	–	248
2021 Q1	$151K	Hold	2,562	–	–	0.1%	130
2020 Q4	$148K	Hold	2,562	–	–	0.11%	132
2020 Q3	$128K	Hold	2,562	–	–	0.1%	132
2020 Q2	$109K	Hold	2,562	–	–	0.09%	147
2020 Q1	$92K	Sell	2,562 -987	-28%	-$41.8K	0.08%	149
2019 Q4	$158K	Buy	+3,549	New	+$152K	0.12%	139

Other funds holding IYK

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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return