Fiduciary Planning’s iShares US Consumer Staples ETF IYK Stock Holding History

Fiduciary Planning’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
2021 Q2	–	Sell	-312	Closed	-$18K	–	169
2021 Q1	$18K	Hold	312	–	–	0.03%	119
2020 Q4	$18K	Buy	312 +3	+1%	+$159	0.03%	113
2020 Q3	$15K	Buy	+309	New	+$14.7K	0.02%	94

Other funds holding IYK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Fiduciary Planning's IYK Position: Q2 2021 in Review

Fiduciary Planning sold out of iShares US Consumer Staples ETF (IYK) in Q2 2021, closing a stake of 312 shares — an estimated $18K sold.

Fiduciary Planning first reported a position in IYK in Q3 2020 and held it in 3 quarters. The position peaked at $18K in Q1 2021. 142 funds tracked by Wall St. Rank hold IYK as of Q2 2021.

Fiduciary Planning reported no remaining iShares US Consumer Staples ETF position as of Q2 2021 after selling out during the quarter.
Fiduciary Planning sold 312 iShares US Consumer Staples ETF shares in Q2 2021, an estimated $18K.
Fiduciary Planning first reported a position in iShares US Consumer Staples ETF in Q3 2020 and held it in 3 quarters.
Fiduciary Planning's iShares US Consumer Staples ETF position peaked at $18K in Q1 2021.
142 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.