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

Benchmark 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
2020
Q4 		– Sell
-4,500
Closed -$224K – 47
2020
Q3 		$224K Buy
+4,500
New +$215K 0.18% 43

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Royal Bank of Canada
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MML Investors Services
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Benchmark Wealth Management's IYK Position: Q4 2020 in Review

Benchmark Wealth Management sold out of iShares US Consumer Staples ETF (IYK) in Q4 2020, closing a stake of 4,500 shares — an estimated $224K sold.

Benchmark Wealth Management first reported a position in IYK in Q3 2020 and held it in 1 quarter. The position peaked at $224K in Q3 2020. 142 funds tracked by Wall St. Rank hold IYK as of Q4 2020.

  • Benchmark Wealth Management reported no remaining iShares US Consumer Staples ETF position as of Q4 2020 after selling out during the quarter.
  • Benchmark Wealth Management sold 4,500 iShares US Consumer Staples ETF shares in Q4 2020, an estimated $224K.
  • Benchmark Wealth Management first reported a position in iShares US Consumer Staples ETF in Q3 2020 and held it in 1 quarter.
  • Benchmark Wealth Management's iShares US Consumer Staples ETF position peaked at $224K in Q3 2020.
  • 142 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q4 2020.

Based on Benchmark Wealth Management's 13F filing for Q4 2020, filed 12 Jan 2021.