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Cape Investment Advisory’s iShares US Consumer Staples ETF IYK Stock Holding History

Cape Investment Advisory’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
2024
Q1 		– Sell
-300
Closed -$19.2K – 1055
2023
Q4 		$19.2K Buy
+300
New +$18.7K 0.01% 539

Other funds holding IYK

PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cape Investment Advisory's IYK Position: Q1 2024 in Review

Cape Investment Advisory sold out of iShares US Consumer Staples ETF (IYK) in Q1 2024, closing a stake of 300 shares — an estimated $19.2K sold.

Cape Investment Advisory first reported a position in IYK in Q4 2023 and held it in 1 quarter. The position peaked at $19.2K in Q4 2023. 230 funds tracked by Wall St. Rank hold IYK as of Q1 2024.

  • Cape Investment Advisory reported no remaining iShares US Consumer Staples ETF position as of Q1 2024 after selling out during the quarter.
  • Cape Investment Advisory sold 300 iShares US Consumer Staples ETF shares in Q1 2024, an estimated $19.2K.
  • Cape Investment Advisory first reported a position in iShares US Consumer Staples ETF in Q4 2023 and held it in 1 quarter.
  • Cape Investment Advisory's iShares US Consumer Staples ETF position peaked at $19.2K in Q4 2023.
  • 230 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2024.

Based on Cape Investment Advisory's 13F filing for Q1 2024, filed 21 Jun 2024.