IWC
IYK icon

Integrated Wealth Concepts’s iShares US Consumer Staples ETF IYK Stock Holding History

Integrated Wealth Concepts’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
Q4 		– Sell
-4,038
Closed -$251K – 1636
2023
Q3 		$251K Buy
4,038
+309
+8% +$20.4K ﹤0.01% 1317
2023
Q2 		$249K Buy
3,729
+3
+0.1% +$201 ﹤0.01% 1320
2023
Q1 		$248K Buy
3,726
+255
+7% +$16.7K 0.01% 1147
2022
Q4 		$235K Buy
3,471
+3
+0.1% +$197 0.01% 890
2022
Q3 		$208K Buy
3,468
+150
+5% +$9.85K 0.01% 856
2022
Q2 		$216K Sell
3,318
-63
-2% -$4.24K 0.01% 878
2022
Q1 		$226K Hold
3,381
– – 0.01% 836
2021
Q4 		$226K Sell
3,381
-195
-5% -$12.2K 0.01% 887
2021
Q3 		$214K Hold
3,576
– – 0.01% 871
2021
Q2 		$219K Buy
+3,576
New +$215K 0.01% 744

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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return