Heritage Wealth Management (Arizona)’s iShares US Consumer Staples ETF IYK Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$43.4K	Buy	642 +321	+100%	+$21.1K	0.01%	516
2022 Q3	$19K	Hold	321	–	–	0.01%	539
2022 Q2	$20.9K	Hold	321	–	–	0.01%	540
2022 Q1	$21K	Buy	+321	New	+$21.4K	0.01%	588
2021 Q3	$19K	Sell	321 -12	-4%	-$739	0.01%	563
2021 Q2	$20K	Sell	333 -24	-7%	-$1.44K	0.01%	562
2021 Q1	$21K	Buy	+357	New	+$20.9K	0.01%	486

Other funds holding IYK

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

PCH

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

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

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

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

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

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s IYK Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares US Consumer Staples ETF (IYK) stake by 100% in Q4 2022, buying an estimated $21.1K and bringing the position to 642 shares worth $43.4K. The position accounts for 0.01% of the portfolio, ranked #516.

Heritage Wealth Management (Arizona) first reported a position in IYK in Q1 2021 and has held it in 7 quarters since. 261 funds tracked by Wall St. Rank hold IYK as of Q4 2022.

Heritage Wealth Management (Arizona) held 642 shares of iShares US Consumer Staples ETF worth $43.4K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 321 iShares US Consumer Staples ETF shares in Q4 2022, an estimated $21.1K.
iShares US Consumer Staples ETF made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #516 holding.
Heritage Wealth Management (Arizona) first reported a position in iShares US Consumer Staples ETF in Q1 2021 and has held it in 7 quarters since.
261 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.