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Gilfoyle & Co’s iShares US Consumer Staples ETF IYK Stock Holding History

Gilfoyle & Co’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
Q4 		– Sell
-30
Closed -$1.9K – 13
2023
Q3 		$1.9K Buy
+30
New +$1.98K 4.89% 5

Other funds holding IYK

PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Gilfoyle & Co's IYK Position: Q4 2023 in Review

Gilfoyle & Co sold out of iShares US Consumer Staples ETF (IYK) in Q4 2023, closing a stake of 30 shares — an estimated $1.9K sold.

Gilfoyle & Co first reported a position in IYK in Q3 2023 and held it in 1 quarter. The position peaked at $1.9K in Q3 2023. 240 funds tracked by Wall St. Rank hold IYK as of Q4 2023.

  • Gilfoyle & Co reported no remaining iShares US Consumer Staples ETF position as of Q4 2023 after selling out during the quarter.
  • Gilfoyle & Co sold 30 iShares US Consumer Staples ETF shares in Q4 2023, an estimated $1.9K.
  • Gilfoyle & Co first reported a position in iShares US Consumer Staples ETF in Q3 2023 and held it in 1 quarter.
  • Gilfoyle & Co's iShares US Consumer Staples ETF position peaked at $1.9K in Q3 2023.
  • 240 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q4 2023.

Based on Gilfoyle & Co's 13F filing for Q4 2023, filed 23 Jan 2024.