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FormulaFolio Investments’s iShares US Consumer Staples ETF IYK Stock Holding History

FormulaFolio Investments’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
Q1 		– Sell
-127,005
Closed -$7.34M – 640
2020
Q4 		$7.34M Buy
127,005
+121,419
+2,174% +$6.44M 0.15% 111
2020
Q3 		$278K Buy
+5,586
New +$267K 0.01% 264

Other funds holding IYK

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

FormulaFolio Investments's IYK Position: Q1 2021 in Review

FormulaFolio Investments sold out of iShares US Consumer Staples ETF (IYK) in Q1 2021, closing a stake of 127,005 shares — an estimated $7.34M sold.

FormulaFolio Investments first reported a position in IYK in Q3 2020 and held it in 2 quarters. The position peaked at $7.34M in Q4 2020. 152 funds tracked by Wall St. Rank hold IYK as of Q1 2021.

  • FormulaFolio Investments reported no remaining iShares US Consumer Staples ETF position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 127,005 iShares US Consumer Staples ETF shares in Q1 2021, an estimated $7.34M.
  • FormulaFolio Investments first reported a position in iShares US Consumer Staples ETF in Q3 2020 and held it in 2 quarters.
  • FormulaFolio Investments's iShares US Consumer Staples ETF position peaked at $7.34M in Q4 2020.
  • 152 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.