Harvest Investment Services’s iShares US Consumer Staples ETF IYK Stock Holding History

Harvest Investment Services’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 Q2	–	Sell	-4,986	Closed	-$333K	–	171
2022 Q1	$333K	Buy	+4,986	New	+$332K	0.2%	141
2021 Q2	–	Sell	-3,432	Closed	-$202K	–	296
2021 Q1	$202K	Sell	3,432 -2,394	-41%	-$140K	0.09%	242
2020 Q4	$336K	Sell	5,826 -981	-14%	-$52.1K	0.17%	141
2020 Q3	$338K	Buy	+6,807	New	+$325K	0.19%	126
2020 Q2	–	Sell	-7,599	Closed	-$274K	–	201
2020 Q1	$274K	Buy	+7,599	New	+$322K	0.36%	71

Other funds holding IYK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Harvest Investment Services's IYK Position: Q2 2022 in Review

Harvest Investment Services sold out of iShares US Consumer Staples ETF (IYK) in Q2 2022, closing a stake of 4,986 shares — an estimated $333K sold.

Harvest Investment Services first reported a position in IYK in Q1 2020 and held it in 5 quarters. The position peaked at $338K in Q3 2020. 211 funds tracked by Wall St. Rank hold IYK as of Q2 2022.

Harvest Investment Services reported no remaining iShares US Consumer Staples ETF position as of Q2 2022 after selling out during the quarter.
Harvest Investment Services sold 4,986 iShares US Consumer Staples ETF shares in Q2 2022, an estimated $333K.
Harvest Investment Services first reported a position in iShares US Consumer Staples ETF in Q1 2020 and held it in 5 quarters.
Harvest Investment Services's iShares US Consumer Staples ETF position peaked at $338K in Q3 2020.
211 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2022.

Based on Harvest Investment Services's 13F filing for Q2 2022, filed 19 Jul 2022.