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

Baystate 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 Q4	$22.5K	Buy	351 +6	+2%	+$373	﹤0.01%	533
2023 Q3	$21.5K	Hold	345	–	–	﹤0.01%	465
2023 Q2	$23K	Buy	345 +3	+0.9%	+$201	﹤0.01%	440
2023 Q1	$22.8K	Buy	342 +3	+0.9%	+$196	﹤0.01%	444
2022 Q4	$23K	Hold	339	–	–	﹤0.01%	436
2022 Q3	$20K	Buy	339 +3	+0.9%	+$197	﹤0.01%	429
2022 Q2	$22K	Buy	336 +3	+0.9%	+$202	﹤0.01%	436
2022 Q1	$22K	Hold	333	–	–	﹤0.01%	439
2021 Q4	$22K	Buy	333 +3	+0.9%	+$188	﹤0.01%	455
2021 Q3	$20K	Hold	330	–	–	﹤0.01%	427
2021 Q2	$20K	Buy	330 +3	+0.9%	+$180	﹤0.01%	405
2021 Q1	$19K	Hold	327	–	–	﹤0.01%	375
2020 Q4	$19K	Hold	327	–	–	﹤0.01%	347
2020 Q3	$16K	Buy	327 +3	+0.9%	+$143	﹤0.01%	338
2020 Q2	$14K	Hold	324	–	–	﹤0.01%	342
2020 Q1	$12K	Hold	324	–	–	﹤0.01%	345
2019 Q4	$14K	Buy	324 +3	+0.9%	+$128	﹤0.01%	368
2019 Q3	$14K	Buy	321 +3	+0.9%	+$124	﹤0.01%	330
2019 Q2	$13K	Buy	318 +3	+1%	+$121	﹤0.01%	341
2019 Q1	$13K	Hold	315	–	–	﹤0.01%	353
2018 Q4	$12K	Buy	315 +3	+1%	+$115	﹤0.01%	356
2018 Q3	$12K	Hold	312	–	–	﹤0.01%	350
2018 Q2	$12K	Buy	312 +3	+1%	+$117	﹤0.01%	349
2018 Q1	$12K	Buy	309 +162	+110%	+$6.7K	﹤0.01%	336
2017 Q4	$6K	Hold	147	–	–	﹤0.01%	413
2017 Q3	$6K	Hold	147	–	–	﹤0.01%	391
2017 Q2	$6K	Hold	147	–	–	﹤0.01%	393
2017 Q1	$6K	Buy	+147	New	+$5.7K	﹤0.01%	378

Other funds holding IYK

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Baystate Wealth Management's IYK Position: Q4 2023 in Review

Baystate Wealth Management increased its iShares US Consumer Staples ETF (IYK) stake by 1.7% in Q4 2023, buying an estimated $373 and bringing the position to 351 shares worth $22.5K. The position accounts for ﹤0.01% of the portfolio, ranked #533.

Baystate Wealth Management first reported a position in IYK in Q1 2017 and has held it in 28 quarters since. The position peaked at $23K in Q2 2023. 240 funds tracked by Wall St. Rank hold IYK as of Q4 2023.

Baystate Wealth Management held 351 shares of iShares US Consumer Staples ETF worth $22.5K as of Q4 2023.
Baystate Wealth Management bought 6 iShares US Consumer Staples ETF shares in Q4 2023, an estimated $373.
iShares US Consumer Staples ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #533 holding.
Baystate Wealth Management first reported a position in iShares US Consumer Staples ETF in Q1 2017 and has held it in 28 quarters since.
Baystate Wealth Management's iShares US Consumer Staples ETF position peaked at $23K in Q2 2023.
240 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.