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

Ifrah 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
2018
Q1 		– Sell
-5,037
Closed -$213K – 198
2017
Q4 		$213K Sell
5,037
-4,422
-47% -$182K 0.08% 186
2017
Q3 		$380K Sell
9,459
-4,962
-34% -$201K 0.14% 139
2017
Q2 		$585K Sell
14,421
-171
-1% -$6.87K 0.23% 77
2017
Q1 		$578K Buy
+14,592
New +$566K 0.23% 83
2016
Q4 		– Sell
-11,031
Closed -$419K – 199
2016
Q3 		$419K Sell
11,031
-288
-3% -$11.1K 0.17% 110
2016
Q2 		$435K Sell
11,319
-171
-1% -$6.42K 0.17% 109
2016
Q1 		$431K Sell
11,490
-381
-3% -$13.6K 0.17% 105
2015
Q4 		$429K Sell
11,871
-36
-0.3% -$1.3K 0.17% 105
2015
Q3 		$407K Sell
11,907
-6
-0.1% -$211 0.16% 109
2015
Q2 		$417K Sell
11,913
-15
-0.1% -$533 0.16% 111
2015
Q1 		$420K Buy
11,928
+111
+0.9% +$3.9K 0.16% 115
2014
Q4 		$413K Sell
11,817
-819
-6% -$28K 0.16% 117
2014
Q3 		$416K Buy
12,636
+18
+0.1% +$597 0.16% 116
2014
Q2 		$418K Buy
+12,618
New +$410K 0.16% 114

Other funds holding IYK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Ifrah Financial Services's IYK Position: Q1 2018 in Review

Ifrah Financial Services sold out of iShares US Consumer Staples ETF (IYK) in Q1 2018, closing a stake of 5,037 shares — an estimated $213K sold.

Ifrah Financial Services first reported a position in IYK in Q2 2014 and held it in 14 quarters. The position peaked at $585K in Q2 2017. 100 funds tracked by Wall St. Rank hold IYK as of Q1 2018.

  • Ifrah Financial Services reported no remaining iShares US Consumer Staples ETF position as of Q1 2018 after selling out during the quarter.
  • Ifrah Financial Services sold 5,037 iShares US Consumer Staples ETF shares in Q1 2018, an estimated $213K.
  • Ifrah Financial Services first reported a position in iShares US Consumer Staples ETF in Q2 2014 and held it in 14 quarters.
  • Ifrah Financial Services's iShares US Consumer Staples ETF position peaked at $585K in Q2 2017.
  • 100 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2018.

Based on Ifrah Financial Services's 13F filing for Q1 2018, filed 3 May 2018.