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Cary Street Partners Investment Advisory’s iShares US Consumer Staples ETF IYK Stock Holding History

Cary Street Partners 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
2023
Q1 		– Sell
-165
Closed -$11.2K – 1703
2022
Q4 		$11.2K Buy
+165
New +$10.9K ﹤0.01% 1122

Other funds holding IYK

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cary Street Partners Investment Advisory's IYK Position: Q1 2023 in Review

Cary Street Partners Investment Advisory sold out of iShares US Consumer Staples ETF (IYK) in Q1 2023, closing a stake of 165 shares — an estimated $11.2K sold.

Cary Street Partners Investment Advisory first reported a position in IYK in Q4 2022 and held it in 1 quarter. The position peaked at $11.2K in Q4 2022. 242 funds tracked by Wall St. Rank hold IYK as of Q1 2023.

  • Cary Street Partners Investment Advisory reported no remaining iShares US Consumer Staples ETF position as of Q1 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 165 iShares US Consumer Staples ETF shares in Q1 2023, an estimated $11.2K.
  • Cary Street Partners Investment Advisory first reported a position in iShares US Consumer Staples ETF in Q4 2022 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's iShares US Consumer Staples ETF position peaked at $11.2K in Q4 2022.
  • 242 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q1 2023, filed 12 May 2023.