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Carolinas Wealth Consulting’s iShares US Consumer Staples ETF IYK Stock Holding History

Carolinas Wealth Consulting’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
-54
Closed -$3K – 948
2020
Q3 		$3K Buy
+54
New +$2.58K ﹤0.01% 641
2020
Q1 		– Sell
-63
Closed -$2K – 170
2019
Q4 		$2K Buy
+63
New +$2.69K ﹤0.01% 88

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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BHB
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Carolinas Wealth Consulting's IYK Position: Q4 2020 in Review

Carolinas Wealth Consulting sold out of iShares US Consumer Staples ETF (IYK) in Q4 2020, closing a stake of 54 shares — an estimated $3K sold.

Carolinas Wealth Consulting first reported a position in IYK in Q4 2019 and held it in 2 quarters. The position peaked at $3K in Q3 2020. 142 funds tracked by Wall St. Rank hold IYK as of Q4 2020.

  • Carolinas Wealth Consulting reported no remaining iShares US Consumer Staples ETF position as of Q4 2020 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 54 iShares US Consumer Staples ETF shares in Q4 2020, an estimated $3K.
  • Carolinas Wealth Consulting first reported a position in iShares US Consumer Staples ETF in Q4 2019 and held it in 2 quarters.
  • Carolinas Wealth Consulting's iShares US Consumer Staples ETF position peaked at $3K in Q3 2020.
  • 142 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q4 2020.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2020, filed 16 Feb 2021.