FFP
IYK icon

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

Forbes Financial 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
2023
Q3 		– Sell
-31,371
Closed -$2.09M – 31
2023
Q2 		$2.09M Sell
31,371
-1,905
-6% -$128K 2.02% 19
2023
Q1 		$2.21M Buy
+33,276
New +$2.18M 2.17% 19

Other funds holding IYK

GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Forbes Financial Planning's IYK Position: Q3 2023 in Review

Forbes Financial Planning sold out of iShares US Consumer Staples ETF (IYK) in Q3 2023, closing a stake of 31,371 shares — an estimated $2.09M sold.

Forbes Financial Planning first reported a position in IYK in Q1 2023 and held it in 2 quarters. The position peaked at $2.21M in Q1 2023. 236 funds tracked by Wall St. Rank hold IYK as of Q3 2023.

  • Forbes Financial Planning reported no remaining iShares US Consumer Staples ETF position as of Q3 2023 after selling out during the quarter.
  • Forbes Financial Planning sold 31,371 iShares US Consumer Staples ETF shares in Q3 2023, an estimated $2.09M.
  • Forbes Financial Planning first reported a position in iShares US Consumer Staples ETF in Q1 2023 and held it in 2 quarters.
  • Forbes Financial Planning's iShares US Consumer Staples ETF position peaked at $2.21M in Q1 2023.
  • 236 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2023.

Based on Forbes Financial Planning's 13F filing for Q3 2023, filed 8 Nov 2023.