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

CreativeOne 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
2023
Q3 		– Sell
-3,144
Closed -$210K – 710
2023
Q2 		$210K Buy
+3,144
New +$211K 0.01% 773

Other funds holding IYK

PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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

CreativeOne Wealth's IYK Position: Q3 2023 in Review

CreativeOne Wealth sold out of iShares US Consumer Staples ETF (IYK) in Q3 2023, closing a stake of 3,144 shares — an estimated $210K sold.

CreativeOne Wealth first reported a position in IYK in Q2 2023 and held it in 1 quarter. The position peaked at $210K in Q2 2023. 235 funds tracked by Wall St. Rank hold IYK as of Q3 2023.

  • CreativeOne Wealth reported no remaining iShares US Consumer Staples ETF position as of Q3 2023 after selling out during the quarter.
  • CreativeOne Wealth sold 3,144 iShares US Consumer Staples ETF shares in Q3 2023, an estimated $210K.
  • CreativeOne Wealth first reported a position in iShares US Consumer Staples ETF in Q2 2023 and held it in 1 quarter.
  • CreativeOne Wealth's iShares US Consumer Staples ETF position peaked at $210K in Q2 2023.
  • 235 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2023.

Based on CreativeOne Wealth's 13F filing for Q3 2023, filed 17 Oct 2023.