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

IBEX 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
2023 Q1	–	Sell	-14,895	Closed	-$1.01M	–	128
2022 Q4	$1.01M	Sell	14,895 -13,938	-48%	-$917K	0.23%	90
2022 Q3	$1.73M	Sell	28,833 -15,150	-34%	-$995K	0.45%	74
2022 Q2	$2.86M	Sell	43,983 -1,080	-2%	-$72.6K	0.66%	58
2022 Q1	$3.01M	Buy	+45,063	New	+$3M	0.58%	64
2021 Q4	–	Sell	-387	Closed	-$23K	–	312
2021 Q3	$23K	Buy	+387	New	+$23.8K	﹤0.01%	313
2019 Q3	–	Sell	-387	Closed	-$15K	–	236
2019 Q2	$15K	Buy	+387	New	+$15.6K	﹤0.01%	302
2017 Q1	–	Sell	-1,245	Closed	-$47K	–	228
2016 Q4	$47K	Sell	1,245 -23,280	-95%	-$862K	0.02%	175
2016 Q3	$932K	Buy	+24,525	New	+$949K	0.51%	65

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

IBEX Wealth Advisors's IYK Position: Q1 2023 in Review

IBEX Wealth Advisors sold out of iShares US Consumer Staples ETF (IYK) in Q1 2023, closing a stake of 14,895 shares — an estimated $1.01M sold.

IBEX Wealth Advisors first reported a position in IYK in Q3 2016 and held it in 8 quarters. The position peaked at $3.01M in Q1 2022. 242 funds tracked by Wall St. Rank hold IYK as of Q1 2023.

IBEX Wealth Advisors reported no remaining iShares US Consumer Staples ETF position as of Q1 2023 after selling out during the quarter.
IBEX Wealth Advisors sold 14,895 iShares US Consumer Staples ETF shares in Q1 2023, an estimated $1.01M.
IBEX Wealth Advisors first reported a position in iShares US Consumer Staples ETF in Q3 2016 and held it in 8 quarters.
IBEX Wealth Advisors's iShares US Consumer Staples ETF position peaked at $3.01M in Q1 2022.
242 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2023.

Based on IBEX Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.