Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
BFEC
Benjamin F. Edwards & Company’s
iShares US Consumer Staples ETF
IYK
Stock Holding History
Benjamin F. Edwards & Company’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
Q3
–
Sell
-4,173
Closed
-$279K
–
1778
2023
Q2
$279K
Sell
4,173
-66
-2%
-$4.43K
0.01%
637
2023
Q1
$282K
Buy
4,239
+150
+4%
+$9.82K
0.01%
615
2022
Q4
$276K
Buy
4,089
+27
+0.7%
+$1.78K
0.01%
631
2022
Q3
$244K
Buy
4,062
+27
+0.7%
+$1.77K
0.01%
614
2022
Q2
$262K
Buy
+4,035
New
+$271K
0.01%
600
2019
Q3
–
Sell
-78
Closed
-$3K
–
1903
2019
Q2
$3K
Buy
+78
New
+$3.14K
﹤0.01%
1739
2018
Q1
–
Sell
-45
Closed
-$2K
–
1649
2017
Q4
$2K
Hold
45
–
–
﹤0.01%
1485
2017
Q3
$2K
Buy
+45
New
+$1.82K
﹤0.01%
1445
Other funds holding IYK
GBWM
Granite Bay Wealth Management
Portsmouth, New Hampshire
$470M AUM
15.4%
1-Year Est. Return
PCH
PGIM Custom Harvest
Newark, New Jersey
$6.4B AUM
18.53%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close