BDO Wealth Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History

BDO Wealth Advisors’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	$89.1K	Hold	1,335	–	–	0.01%	356
2023 Q1	$88.7K	Sell	1,335 -15	-1%	-$982	0.01%	340
2022 Q4	$91.3K	Hold	1,350	–	–	0.01%	341
2022 Q3	$81K	Hold	1,350	–	–	0.01%	345
2022 Q2	$88K	Hold	1,350	–	–	0.01%	341
2022 Q1	$90K	Hold	1,350	–	–	0.01%	350
2021 Q4	$90K	Hold	1,350	–	–	0.01%	363
2021 Q3	$81K	Hold	1,350	–	–	0.01%	381
2021 Q2	$83K	Sell	1,350 -180	-12%	-$10.8K	0.01%	393
2021 Q1	$90K	Buy	1,530 +180	+13%	+$10.5K	0.01%	370
2020 Q4	$78K	Hold	1,350	–	–	0.01%	311
2020 Q3	$67K	Hold	1,350	–	–	0.01%	302
2020 Q2	$57K	Hold	1,350	–	–	0.01%	315
2020 Q1	$49K	Hold	1,350	–	–	0.01%	335
2019 Q4	$60K	Sell	1,350 -45	-3%	-$1.92K	0.02%	285
2019 Q3	$59K	Hold	1,395	–	–	0.02%	294
2019 Q2	$56K	Sell	1,395 -525	-27%	-$21.2K	0.02%	295
2019 Q1	$76K	Hold	1,920	–	–	0.02%	243
2018 Q4	$68K	Hold	1,920	–	–	0.02%	232
2018 Q3	$76K	Hold	1,920	–	–	0.02%	246
2018 Q2	$76K	Hold	1,920	–	–	0.03%	242
2018 Q1	$76K	Sell	1,920 -150	-7%	-$6.21K	0.03%	205
2017 Q4	$87K	Hold	2,070	–	–	0.04%	161
2017 Q3	$83K	Sell	2,070 -705	-25%	-$28.6K	0.04%	147
2017 Q2	$113K	Buy	+2,775	New	+$111K	0.05%	162

Other funds holding IYK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BDO Wealth Advisors's IYK Position: Q2 2023 in Review

BDO Wealth Advisors held its iShares US Consumer Staples ETF (IYK) position steady in Q2 2023 at 1,335 shares worth $89.1K. The position accounts for 0.01% of the portfolio, ranked #356.

BDO Wealth Advisors first reported a position in IYK in Q2 2017 and has held it in 25 quarters since. The position peaked at $113K in Q2 2017. 244 funds tracked by Wall St. Rank hold IYK as of Q2 2023.

BDO Wealth Advisors held 1,335 shares of iShares US Consumer Staples ETF worth $89.1K as of Q2 2023.
BDO Wealth Advisors left its iShares US Consumer Staples ETF share count unchanged in Q2 2023.
iShares US Consumer Staples ETF made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #356 holding.
BDO Wealth Advisors first reported a position in iShares US Consumer Staples ETF in Q2 2017 and has held it in 25 quarters since.
BDO Wealth Advisors's iShares US Consumer Staples ETF position peaked at $113K in Q2 2017.
244 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.