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

Connectus Wealth’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
-119,505
Closed -$7.66M – 438
2023
Q4 		$7.66M Buy
+119,505
New +$7.43M 0.16% 131
2023
Q1 		– Sell
-31,440
Closed -$2.13M – 451
2022
Q4 		$2.13M Buy
+31,440
New +$2.07M 0.05% 202

Other funds holding IYK

PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Connectus Wealth's IYK Position: Q1 2024 in Review

Connectus Wealth sold out of iShares US Consumer Staples ETF (IYK) in Q1 2024, closing a stake of 119,505 shares — an estimated $7.66M sold.

Connectus Wealth first reported a position in IYK in Q4 2022 and held it in 2 quarters. The position peaked at $7.66M in Q4 2023. 230 funds tracked by Wall St. Rank hold IYK as of Q1 2024.

  • Connectus Wealth reported no remaining iShares US Consumer Staples ETF position as of Q1 2024 after selling out during the quarter.
  • Connectus Wealth sold 119,505 iShares US Consumer Staples ETF shares in Q1 2024, an estimated $7.66M.
  • Connectus Wealth first reported a position in iShares US Consumer Staples ETF in Q4 2022 and held it in 2 quarters.
  • Connectus Wealth's iShares US Consumer Staples ETF position peaked at $7.66M in Q4 2023.
  • 230 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.