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Barber Financial Group’s iShares US Consumer Staples ETF IYK Stock Holding History

Barber Financial Group’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
2022
Q2 		– Sell
-6,375
Closed -$426K – 164
2022
Q1 		$426K Buy
+6,375
New +$425K 0.06% 91
2017
Q3 		– Sell
-10,896
Closed -$442K – 107
2017
Q2 		$442K Buy
+10,896
New +$438K 0.14% 49

Other funds holding IYK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Barber Financial Group's IYK Position: Q2 2022 in Review

Barber Financial Group sold out of iShares US Consumer Staples ETF (IYK) in Q2 2022, closing a stake of 6,375 shares — an estimated $426K sold.

Barber Financial Group first reported a position in IYK in Q2 2017 and held it in 2 quarters. The position peaked at $442K in Q2 2017. 211 funds tracked by Wall St. Rank hold IYK as of Q2 2022.

  • Barber Financial Group reported no remaining iShares US Consumer Staples ETF position as of Q2 2022 after selling out during the quarter.
  • Barber Financial Group sold 6,375 iShares US Consumer Staples ETF shares in Q2 2022, an estimated $426K.
  • Barber Financial Group first reported a position in iShares US Consumer Staples ETF in Q2 2017 and held it in 2 quarters.
  • Barber Financial Group's iShares US Consumer Staples ETF position peaked at $442K in Q2 2017.
  • 211 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2022.

Based on Barber Financial Group's 13F filing for Q2 2022, filed 4 Aug 2022.