AWM
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Axxcess Wealth Management’s iShares US Consumer Staples ETF IYK Stock Holding History

Axxcess 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
Q2 		– Sell
-3,033
Closed -$201K – 648
2023
Q1 		$201K Buy
+3,033
New +$198K 0.02% 590

Other funds holding IYK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Axxcess Wealth Management's IYK Position: Q2 2023 in Review

Axxcess Wealth Management sold out of iShares US Consumer Staples ETF (IYK) in Q2 2023, closing a stake of 3,033 shares — an estimated $201K sold.

Axxcess Wealth Management first reported a position in IYK in Q1 2023 and held it in 1 quarter. The position peaked at $201K in Q1 2023. 244 funds tracked by Wall St. Rank hold IYK as of Q2 2023.

  • Axxcess Wealth Management reported no remaining iShares US Consumer Staples ETF position as of Q2 2023 after selling out during the quarter.
  • Axxcess Wealth Management sold 3,033 iShares US Consumer Staples ETF shares in Q2 2023, an estimated $201K.
  • Axxcess Wealth Management first reported a position in iShares US Consumer Staples ETF in Q1 2023 and held it in 1 quarter.
  • Axxcess Wealth Management's iShares US Consumer Staples ETF position peaked at $201K in Q1 2023.
  • 244 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2023.

Based on Axxcess Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.