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Comprehensive Financial Consultants Institutional’s iShares US Consumer Staples ETF IYK Stock Holding History

Comprehensive Financial Consultants Institutional’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
Q3 		– Sell
-3,867
Closed -$257K – 159
2023
Q2 		$257K Buy
+3,867
New +$259K 0.14% 138

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LPL Financial
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's IYK Position: Q3 2023 in Review

Comprehensive Financial Consultants Institutional sold out of iShares US Consumer Staples ETF (IYK) in Q3 2023, closing a stake of 3,867 shares — an estimated $257K sold.

Comprehensive Financial Consultants Institutional first reported a position in IYK in Q2 2023 and held it in 1 quarter. The position peaked at $257K in Q2 2023. 235 funds tracked by Wall St. Rank hold IYK as of Q3 2023.

  • Comprehensive Financial Consultants Institutional reported no remaining iShares US Consumer Staples ETF position as of Q3 2023 after selling out during the quarter.
  • Comprehensive Financial Consultants Institutional sold 3,867 iShares US Consumer Staples ETF shares in Q3 2023, an estimated $257K.
  • Comprehensive Financial Consultants Institutional first reported a position in iShares US Consumer Staples ETF in Q2 2023 and held it in 1 quarter.
  • Comprehensive Financial Consultants Institutional's iShares US Consumer Staples ETF position peaked at $257K in Q2 2023.
  • 235 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2023.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q3 2023, filed 13 Nov 2023.