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Heritage Financial Services’s iShares US Consumer Staples ETF IYK Stock Holding History

Heritage Financial 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
Q3 		– Sell
-300
Closed -$19K – 275
2022
Q2 		$19K Buy
+300
New +$20.2K 0.01% 251

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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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

Heritage Financial Services's IYK Position: Q3 2022 in Review

Heritage Financial Services sold out of iShares US Consumer Staples ETF (IYK) in Q3 2022, closing a stake of 300 shares — an estimated $19K sold.

Heritage Financial Services first reported a position in IYK in Q2 2022 and held it in 1 quarter. The position peaked at $19K in Q2 2022. 227 funds tracked by Wall St. Rank hold IYK as of Q3 2022.

  • Heritage Financial Services reported no remaining iShares US Consumer Staples ETF position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 300 iShares US Consumer Staples ETF shares in Q3 2022, an estimated $19K.
  • Heritage Financial Services first reported a position in iShares US Consumer Staples ETF in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's iShares US Consumer Staples ETF position peaked at $19K in Q2 2022.
  • 227 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.