EGWAG
IYK icon

Elwood & Goetz Wealth Advisory Group’s iShares US Consumer Staples ETF IYK Stock Holding History

Elwood & Goetz Wealth Advisory 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
2024
Q2 		– Sell
-4,479
Closed -$303K – 87
2024
Q1 		$303K Sell
4,479
-2,988
-40% -$195K 0.07% 62
2023
Q4 		$477K Hold
7,467
– – 0.1% 49
2023
Q3 		$464K Buy
+7,467
New +$493K 0.11% 48

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's IYK Position: Q2 2024 in Review

Elwood & Goetz Wealth Advisory Group sold out of iShares US Consumer Staples ETF (IYK) in Q2 2024, closing a stake of 4,479 shares — an estimated $303K sold.

Elwood & Goetz Wealth Advisory Group first reported a position in IYK in Q3 2023 and held it in 3 quarters. The position peaked at $477K in Q4 2023. 232 funds tracked by Wall St. Rank hold IYK as of Q2 2024.

  • Elwood & Goetz Wealth Advisory Group reported no remaining iShares US Consumer Staples ETF position as of Q2 2024 after selling out during the quarter.
  • Elwood & Goetz Wealth Advisory Group sold 4,479 iShares US Consumer Staples ETF shares in Q2 2024, an estimated $303K.
  • Elwood & Goetz Wealth Advisory Group first reported a position in iShares US Consumer Staples ETF in Q3 2023 and held it in 3 quarters.
  • Elwood & Goetz Wealth Advisory Group's iShares US Consumer Staples ETF position peaked at $477K in Q4 2023.
  • 232 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2024.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2024, filed 30 Jul 2024.