HR
IYK icon

Howe & Rusling’s iShares US Consumer Staples ETF IYK Stock Holding History

Howe & Rusling’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
2020
Q4 		– Sell
-72
Closed -$4K – 969
2020
Q3 		$4K Buy
+72
New +$3.44K ﹤0.01% 600

Other funds holding IYK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BHB
Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Howe & Rusling's IYK Position: Q4 2020 in Review

Howe & Rusling sold out of iShares US Consumer Staples ETF (IYK) in Q4 2020, closing a stake of 72 shares — an estimated $4K sold.

Howe & Rusling first reported a position in IYK in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 142 funds tracked by Wall St. Rank hold IYK as of Q4 2020.

  • Howe & Rusling reported no remaining iShares US Consumer Staples ETF position as of Q4 2020 after selling out during the quarter.
  • Howe & Rusling sold 72 iShares US Consumer Staples ETF shares in Q4 2020, an estimated $4K.
  • Howe & Rusling first reported a position in iShares US Consumer Staples ETF in Q3 2020 and held it in 1 quarter.
  • Howe & Rusling's iShares US Consumer Staples ETF position peaked at $4K in Q3 2020.
  • 142 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q4 2020.

Based on Howe & Rusling's 13F filing for Q4 2020, filed 8 Feb 2021.