D. Scott Neal’s iShares US Consumer Staples ETF IYK Stock Holding History

D. Scott Neal’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 Q4	–	Sell	-129,669	Closed	-$8.14M	–	63
2023 Q3	$8.14M	Buy	129,669 +420	+0.3%	+$27.7K	6.95%	6
2023 Q2	$8.63M	Buy	129,249 +435	+0.3%	+$29.2K	6.49%	5
2023 Q1	$8.55M	Sell	128,814 -7,431	-5%	-$486K	4.78%	5
2022 Q4	$9.21M	Buy	136,245 +2,604	+2%	+$171K	4.47%	5
2022 Q3	$8.01M	Buy	133,641 +3,978	+3%	+$261K	3.37%	8
2022 Q2	$8.43M	Buy	+129,663	New	+$8.72M	3.5%	7

Other funds holding IYK

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

D. Scott Neal's IYK Position: Q4 2023 in Review

D. Scott Neal sold out of iShares US Consumer Staples ETF (IYK) in Q4 2023, closing a stake of 129,669 shares — an estimated $8.14M sold.

D. Scott Neal first reported a position in IYK in Q2 2022 and held it in 6 quarters. The position peaked at $9.21M in Q4 2022. 241 funds tracked by Wall St. Rank hold IYK as of Q4 2023.

D. Scott Neal reported no remaining iShares US Consumer Staples ETF position as of Q4 2023 after selling out during the quarter.
D. Scott Neal sold 129,669 iShares US Consumer Staples ETF shares in Q4 2023, an estimated $8.14M.
D. Scott Neal first reported a position in iShares US Consumer Staples ETF in Q2 2022 and held it in 6 quarters.
D. Scott Neal's iShares US Consumer Staples ETF position peaked at $9.21M in Q4 2022.
241 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q4 2023.

Based on D. Scott Neal's 13F filing for Q4 2023, filed 17 Jan 2024.