First Merchants Corp’s iShares US Consumer Staples ETF IYK Stock Holding History

First Merchants Corp’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	-3,576	Closed	-$242K	–	382
2024 Q1	$242K	Sell	3,576 -240	-6%	-$15.6K	0.02%	206
2023 Q4	$244K	Hold	3,816	–	–	0.02%	200
2023 Q3	$237K	Hold	3,816	–	–	0.02%	195
2023 Q2	$255K	Sell	3,816 -510	-12%	-$34.2K	0.02%	195
2023 Q1	$287K	Sell	4,326 -270	-6%	-$17.7K	0.03%	194
2022 Q4	$311K	Hold	4,596	–	–	0.03%	192
2022 Q3	$275K	Buy	+4,596	New	+$302K	0.03%	205
2022 Q2	–	Sell	-4,746	Closed	-$317K	–	230
2022 Q1	$317K	Hold	4,746	–	–	0.03%	208
2021 Q4	$317K	Hold	4,746	–	–	0.02%	210
2021 Q3	$284K	Sell	4,746 -210	-4%	-$12.9K	0.02%	222
2021 Q2	$304K	Hold	4,956	–	–	0.02%	221
2021 Q1	$292K	Sell	4,956 -525	-10%	-$30.7K	0.02%	227
2020 Q4	$317K	Sell	5,481 -132	-2%	-$7K	0.02%	223
2020 Q3	$279K	Buy	5,613 +312	+6%	+$14.9K	0.02%	224
2020 Q2	$225K	Sell	5,301 -726	-12%	-$29.3K	0.02%	221
2020 Q1	$217K	Sell	6,027 -63	-1%	-$2.67K	0.03%	221
2019 Q4	$270K	Sell	6,090 -321	-5%	-$13.7K	0.03%	233
2019 Q3	$270K	Buy	+6,411	New	+$265K	0.03%	243

Other funds holding IYK

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

First Merchants Corp's IYK Position: Q2 2024 in Review

First Merchants Corp sold out of iShares US Consumer Staples ETF (IYK) in Q2 2024, closing a stake of 3,576 shares — an estimated $242K sold.

First Merchants Corp first reported a position in IYK in Q3 2019 and held it in 18 quarters. The position peaked at $317K in Q1 2022. 232 funds tracked by Wall St. Rank hold IYK as of Q2 2024.

First Merchants Corp reported no remaining iShares US Consumer Staples ETF position as of Q2 2024 after selling out during the quarter.
First Merchants Corp sold 3,576 iShares US Consumer Staples ETF shares in Q2 2024, an estimated $242K.
First Merchants Corp first reported a position in iShares US Consumer Staples ETF in Q3 2019 and held it in 18 quarters.
First Merchants Corp's iShares US Consumer Staples ETF position peaked at $317K in Q1 2022.
232 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2024.

Based on First Merchants Corp's 13F filing for Q2 2024, filed 25 Jul 2024.