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Gryphon Financial Partners’s iShares US Consumer Staples ETF IYK Stock Holding History

Gryphon Financial Partners’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
2022
Q3 		– Sell
-840
Closed -$55K – 217
2022
Q2 		$55K Buy
+840
New +$56.5K 0.01% 200

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LPL Financial
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Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Gryphon Financial Partners's IYK Position: Q3 2022 in Review

Gryphon Financial Partners sold out of iShares US Consumer Staples ETF (IYK) in Q3 2022, closing a stake of 840 shares — an estimated $55K sold.

Gryphon Financial Partners first reported a position in IYK in Q2 2022 and held it in 1 quarter. The position peaked at $55K in Q2 2022. 227 funds tracked by Wall St. Rank hold IYK as of Q3 2022.

  • Gryphon Financial Partners reported no remaining iShares US Consumer Staples ETF position as of Q3 2022 after selling out during the quarter.
  • Gryphon Financial Partners sold 840 iShares US Consumer Staples ETF shares in Q3 2022, an estimated $55K.
  • Gryphon Financial Partners first reported a position in iShares US Consumer Staples ETF in Q2 2022 and held it in 1 quarter.
  • Gryphon Financial Partners's iShares US Consumer Staples ETF position peaked at $55K in Q2 2022.
  • 227 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2022.

Based on Gryphon Financial Partners's 13F filing for Q3 2022, filed 14 Nov 2022.