IWA
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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 – 318
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return