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DB Wealth Management Group’s iShares US Consumer Staples ETF IYK Stock Holding History

DB Wealth Management Group’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 		$25.9K Sell
405
-459
-53% -$28.6K 0.01% 211
2023
Q3 		$53.8K Hold
864
– – 0.03% 157
2023
Q2 		$57.8K Buy
864
+405
+88% +$27.2K 0.04% 146
2023
Q1 		$30.4K Buy
459
+3
+0.7% +$196 0.02% 186
2022
Q4 		$30.8K Buy
+456
New +$30K 0.02% 184

Other funds holding IYK

Morgan Stanley
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
LPL Financial San Diego, California $377B AUM 19.32% 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
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

DB Wealth Management Group's IYK Position: Q4 2023 in Review

DB Wealth Management Group reduced its iShares US Consumer Staples ETF (IYK) stake by 53% in Q4 2023, selling an estimated $28.6K and leaving 405 shares worth $25.9K. The position accounts for 0.01% of the portfolio, ranked #211.

DB Wealth Management Group first reported a position in IYK in Q4 2022 and has held it in 5 quarters since. The position peaked at $57.8K in Q2 2023. 241 funds tracked by Wall St. Rank hold IYK as of Q4 2023.

  • DB Wealth Management Group held 405 shares of iShares US Consumer Staples ETF worth $25.9K as of Q4 2023.
  • DB Wealth Management Group sold 459 iShares US Consumer Staples ETF shares in Q4 2023, an estimated $28.6K.
  • iShares US Consumer Staples ETF made up 0.01% of DB Wealth Management Group's portfolio in Q4 2023, its #211 holding.
  • DB Wealth Management Group first reported a position in iShares US Consumer Staples ETF in Q4 2022 and has held it in 5 quarters since.
  • DB Wealth Management Group's iShares US Consumer Staples ETF position peaked at $57.8K in Q2 2023.
  • 241 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.