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	–	245
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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Atlas Private Wealth Management's IYK Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of iShares US Consumer Staples ETF (IYK) in Q2 2021, closing a stake of 2,562 shares — an estimated $151K sold.

Atlas Private Wealth Management first reported a position in IYK in Q4 2019 and held it in 6 quarters. The position peaked at $158K in Q4 2019. 142 funds tracked by Wall St. Rank hold IYK as of Q2 2021.

Atlas Private Wealth Management reported no remaining iShares US Consumer Staples ETF position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 2,562 iShares US Consumer Staples ETF shares in Q2 2021, an estimated $151K.
Atlas Private Wealth Management first reported a position in iShares US Consumer Staples ETF in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's iShares US Consumer Staples ETF position peaked at $158K in Q4 2019.
142 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.