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

CFS Investment Advisory Services’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
-269,913
Closed – – 378
2022
Q1 		$0 Buy
+269,913
New +$18M ﹤0.01% 482

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EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
RJFSA
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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 $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CFS Investment Advisory Services's IYK Position: Q2 2022 in Review

CFS Investment Advisory Services sold out of iShares US Consumer Staples ETF (IYK) in Q2 2022, closing a stake of 269,913 shares.

CFS Investment Advisory Services first reported a position in IYK in Q1 2022 and held it in 1 quarter. The position peaked at $0 in Q1 2022. 211 funds tracked by Wall St. Rank hold IYK as of Q2 2022.

  • CFS Investment Advisory Services reported no remaining iShares US Consumer Staples ETF position as of Q2 2022 after selling out during the quarter.
  • CFS Investment Advisory Services sold 269,913 iShares US Consumer Staples ETF shares in Q2 2022.
  • CFS Investment Advisory Services first reported a position in iShares US Consumer Staples ETF in Q1 2022 and held it in 1 quarter.
  • CFS Investment Advisory Services's iShares US Consumer Staples ETF position peaked at $0 in Q1 2022.
  • 211 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2022.

Based on CFS Investment Advisory Services's 13F filing for Q2 2022, filed 16 Aug 2022.