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Bogart Wealth LLC’s iShares US Consumer Staples ETF IYK Stock Holding History

Bogart Wealth LLC’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
2025
Q2 		– Sell
-12
Closed -$859 – 1503
2025
Q1 		$859 Hold
12
– – ﹤0.01% 1202
2024
Q4 		$787 Hold
12
– – ﹤0.01% 1232
2024
Q3 		$847 Hold
12
– – ﹤0.01% 1038
2024
Q2 		$789 Buy
+12
New +$797 ﹤0.01% 1019
2023
Q4 		– Sell
-27
Closed -$1.68K – 1103
2023
Q3 		$1.68K Hold
27
– – ﹤0.01% 905
2023
Q2 		$1.8K Sell
27
-135
-83% -$9.06K ﹤0.01% 894
2023
Q1 		$10.8K Sell
162
-84
-34% -$5.5K ﹤0.01% 577
2022
Q4 		$16.6K Hold
246
– – ﹤0.01% 456
2022
Q3 		$15K Hold
246
– – ﹤0.01% 474
2022
Q2 		$16K Hold
246
– – ﹤0.01% 451
2022
Q1 		$16K Hold
246
– – ﹤0.01% 418
2021
Q4 		$16K Buy
+246
New +$15.4K ﹤0.01% 406

Other funds holding IYK

PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return