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Haverford Trust Company’s iShares US Consumer Staples ETF IYK Stock Holding History

Haverford Trust Company’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
2024
Q1 		– Sell
-3,474
Closed -$222K – 386
2023
Q4 		$222K Hold
3,474
– – ﹤0.01% 348
2023
Q3 		$216K Hold
3,474
– – ﹤0.01% 343
2023
Q2 		$232K Hold
3,474
– – ﹤0.01% 340
2023
Q1 		$231K Hold
3,474
– – ﹤0.01% 340
2022
Q4 		$235K Hold
3,474
– – ﹤0.01% 313
2022
Q3 		$208K Buy
+3,474
New +$228K ﹤0.01% 323

Other funds holding IYK

PCH
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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Haverford Trust Company's IYK Position: Q1 2024 in Review

Haverford Trust Company sold out of iShares US Consumer Staples ETF (IYK) in Q1 2024, closing a stake of 3,474 shares — an estimated $222K sold.

Haverford Trust Company first reported a position in IYK in Q3 2022 and held it in 6 quarters. The position peaked at $235K in Q4 2022. 230 funds tracked by Wall St. Rank hold IYK as of Q1 2024.

  • Haverford Trust Company reported no remaining iShares US Consumer Staples ETF position as of Q1 2024 after selling out during the quarter.
  • Haverford Trust Company sold 3,474 iShares US Consumer Staples ETF shares in Q1 2024, an estimated $222K.
  • Haverford Trust Company first reported a position in iShares US Consumer Staples ETF in Q3 2022 and held it in 6 quarters.
  • Haverford Trust Company's iShares US Consumer Staples ETF position peaked at $235K in Q4 2022.
  • 230 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2024.

Based on Haverford Trust Company's 13F filing for Q1 2024, filed 2 May 2024.