Demars Financial Group’s iShares US Consumer Staples ETF IYK Stock Holding History

Demars Financial 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
2022 Q2	–	Sell	-3,114	Closed	-$208K	–	84
2022 Q1	$208K	Sell	3,114 -32,634	-91%	-$2.17M	0.1%	85
2021 Q4	$2.38M	Buy	35,748 +1,941	+6%	+$122K	1.26%	26
2021 Q3	$2.02M	Buy	33,807 +882	+3%	+$54.3K	1.19%	30
2021 Q2	$2.02M	Buy	32,925 +1,758	+6%	+$106K	1.21%	27
2021 Q1	$1.84M	Sell	31,167 -1,380	-4%	-$80.8K	1.24%	25
2020 Q4	$1.88M	Buy	+32,547	New	+$1.73M	1.33%	26

Other funds holding IYK

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Demars Financial Group's IYK Position: Q2 2022 in Review

Demars Financial Group sold out of iShares US Consumer Staples ETF (IYK) in Q2 2022, closing a stake of 3,114 shares — an estimated $208K sold.

Demars Financial Group first reported a position in IYK in Q4 2020 and held it in 6 quarters. The position peaked at $2.38M in Q4 2021. 211 funds tracked by Wall St. Rank hold IYK as of Q2 2022.

Demars Financial Group reported no remaining iShares US Consumer Staples ETF position as of Q2 2022 after selling out during the quarter.
Demars Financial Group sold 3,114 iShares US Consumer Staples ETF shares in Q2 2022, an estimated $208K.
Demars Financial Group first reported a position in iShares US Consumer Staples ETF in Q4 2020 and held it in 6 quarters.
Demars Financial Group's iShares US Consumer Staples ETF position peaked at $2.38M in Q4 2021.
211 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2022.

Based on Demars Financial Group's 13F filing for Q2 2022, filed 22 Jul 2022.