HCR Wealth Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History

HCR Wealth Advisors’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
2021 Q1	–	Sell	-4,425	Closed	-$256K	–	226
2020 Q4	$256K	Hold	4,425	–	–	0.05%	158
2020 Q3	$220K	Hold	4,425	–	–	0.05%	151
2020 Q2	$189K	Hold	4,425	–	–	0.04%	150
2020 Q1	$160K	Hold	4,425	–	–	0.05%	148
2019 Q4	$196K	Buy	+4,425	New	+$189K	0.05%	152
2018 Q3	–	Sell	-11,070	Closed	-$436K	–	168
2018 Q2	$436K	Sell	11,070 -2,400	-18%	-$93.3K	0.14%	116
2018 Q1	$534K	Hold	13,470	–	–	0.19%	106
2017 Q4	$569K	Sell	13,470 -900	-6%	-$37K	0.2%	99
2017 Q3	$578K	Sell	14,370 -600	-4%	-$24.3K	0.24%	91
2017 Q2	$607K	Hold	14,970	–	–	0.3%	76
2017 Q1	$593K	Sell	14,970 -2,250	-13%	-$87.3K	0.3%	79
2016 Q4	$636K	Buy	+17,220	New	+$637K	0.34%	69

Other funds holding IYK

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

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

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

HCR Wealth Advisors's IYK Position: Q1 2021 in Review

HCR Wealth Advisors sold out of iShares US Consumer Staples ETF (IYK) in Q1 2021, closing a stake of 4,425 shares — an estimated $256K sold.

HCR Wealth Advisors first reported a position in IYK in Q4 2016 and held it in 12 quarters. The position peaked at $636K in Q4 2016. 152 funds tracked by Wall St. Rank hold IYK as of Q1 2021.

HCR Wealth Advisors reported no remaining iShares US Consumer Staples ETF position as of Q1 2021 after selling out during the quarter.
HCR Wealth Advisors sold 4,425 iShares US Consumer Staples ETF shares in Q1 2021, an estimated $256K.
HCR Wealth Advisors first reported a position in iShares US Consumer Staples ETF in Q4 2016 and held it in 12 quarters.
HCR Wealth Advisors's iShares US Consumer Staples ETF position peaked at $636K in Q4 2016.
152 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2021.

Based on HCR Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.