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

Bulltick 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
2022
Q2 		– Sell
-181,380
Closed -$12.1M – 137
2022
Q1 		$12.1M Buy
+181,380
New +$12.1M 2.73% 12

Other funds holding IYK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bulltick Wealth Management's IYK Position: Q2 2022 in Review

Bulltick Wealth Management sold out of iShares US Consumer Staples ETF (IYK) in Q2 2022, closing a stake of 181,380 shares — an estimated $12.1M sold.

Bulltick Wealth Management first reported a position in IYK in Q1 2022 and held it in 1 quarter. The position peaked at $12.1M in Q1 2022. 211 funds tracked by Wall St. Rank hold IYK as of Q2 2022.

  • Bulltick Wealth Management reported no remaining iShares US Consumer Staples ETF position as of Q2 2022 after selling out during the quarter.
  • Bulltick Wealth Management sold 181,380 iShares US Consumer Staples ETF shares in Q2 2022, an estimated $12.1M.
  • Bulltick Wealth Management first reported a position in iShares US Consumer Staples ETF in Q1 2022 and held it in 1 quarter.
  • Bulltick Wealth Management's iShares US Consumer Staples ETF position peaked at $12.1M in Q1 2022.
  • 211 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2022.

Based on Bulltick Wealth Management's 13F filing for Q2 2022, filed 25 Apr 2024.