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Interchange Capital Partners’s iShares US Consumer Staples ETF IYK Stock Holding History

Interchange Capital Partners’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
Q3 		– Sell
-3,522
Closed -$237K – 159
2023
Q2 		$237K Buy
3,522
+84
+2% +$5.64K 0.18% 130
2023
Q1 		$229K Buy
3,438
+48
+1% +$3.14K 0.12% 179
2022
Q4 		$229K Buy
+3,390
New +$223K 0.23% 110

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UBS Group
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Wells Fargo
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Osaic Holdings
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Ameriprise
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Interchange Capital Partners's IYK Position: Q3 2023 in Review

Interchange Capital Partners sold out of iShares US Consumer Staples ETF (IYK) in Q3 2023, closing a stake of 3,522 shares — an estimated $237K sold.

Interchange Capital Partners first reported a position in IYK in Q4 2022 and held it in 3 quarters. The position peaked at $237K in Q2 2023. 235 funds tracked by Wall St. Rank hold IYK as of Q3 2023.

  • Interchange Capital Partners reported no remaining iShares US Consumer Staples ETF position as of Q3 2023 after selling out during the quarter.
  • Interchange Capital Partners sold 3,522 iShares US Consumer Staples ETF shares in Q3 2023, an estimated $237K.
  • Interchange Capital Partners first reported a position in iShares US Consumer Staples ETF in Q4 2022 and held it in 3 quarters.
  • Interchange Capital Partners's iShares US Consumer Staples ETF position peaked at $237K in Q2 2023.
  • 235 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2023.

Based on Interchange Capital Partners's 13F filing for Q3 2023, filed 13 Nov 2023.