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Financial Architects (New Jersey)’s iShares US Consumer Staples ETF IYK Stock Holding History

Financial Architects (New Jersey)’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
2019
Q3 		– Sell
-171
Closed -$7K – 1081
2019
Q2 		$7K Buy
+171
New +$6.89K ﹤0.01% 953

Other funds holding IYK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Financial Architects (New Jersey)'s IYK Position: Q3 2019 in Review

Financial Architects (New Jersey) sold out of iShares US Consumer Staples ETF (IYK) in Q3 2019, closing a stake of 171 shares — an estimated $7K sold.

Financial Architects (New Jersey) first reported a position in IYK in Q2 2019 and held it in 1 quarter. The position peaked at $7K in Q2 2019. 109 funds tracked by Wall St. Rank hold IYK as of Q3 2019.

  • Financial Architects (New Jersey) reported no remaining iShares US Consumer Staples ETF position as of Q3 2019 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 171 iShares US Consumer Staples ETF shares in Q3 2019, an estimated $7K.
  • Financial Architects (New Jersey) first reported a position in iShares US Consumer Staples ETF in Q2 2019 and held it in 1 quarter.
  • Financial Architects (New Jersey)'s iShares US Consumer Staples ETF position peaked at $7K in Q2 2019.
  • 109 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2019, filed 6 Nov 2019.