HBW Advisory Services’s iShares US Consumer Staples ETF IYK Stock Holding History

HBW Advisory 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
2023 Q4	–	Sell	-4,008	Closed	-$249K	–	321
2023 Q3	$249K	Sell	4,008 -414	-9%	-$27.3K	0.05%	237
2023 Q2	$295K	Sell	4,422 -189	-4%	-$12.7K	0.06%	233
2023 Q1	$306K	Buy	4,611 +219	+5%	+$14.3K	0.08%	198
2022 Q4	$297K	Buy	+4,392	New	+$289K	0.08%	203
2021 Q3	–	Sell	-4,809	Closed	-$295K	–	259
2021 Q2	$295K	Buy	+4,809	New	+$289K	0.08%	194

Other funds holding IYK

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HBW Advisory Services's IYK Position: Q4 2023 in Review

HBW Advisory Services sold out of iShares US Consumer Staples ETF (IYK) in Q4 2023, closing a stake of 4,008 shares — an estimated $249K sold.

HBW Advisory Services first reported a position in IYK in Q2 2021 and held it in 5 quarters. The position peaked at $306K in Q1 2023. 240 funds tracked by Wall St. Rank hold IYK as of Q4 2023.

HBW Advisory Services reported no remaining iShares US Consumer Staples ETF position as of Q4 2023 after selling out during the quarter.
HBW Advisory Services sold 4,008 iShares US Consumer Staples ETF shares in Q4 2023, an estimated $249K.
HBW Advisory Services first reported a position in iShares US Consumer Staples ETF in Q2 2021 and held it in 5 quarters.
HBW Advisory Services's iShares US Consumer Staples ETF position peaked at $306K in Q1 2023.
240 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q4 2023.

Based on HBW Advisory Services's 13F filing for Q4 2023, filed 16 Jan 2024.