Johnson Investment Counsel’s iShares US Consumer Staples ETF IYK Stock Holding History

Johnson Investment Counsel’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
2022 Q1	–	Sell	-4,425	Closed	-$295K	–	684
2021 Q4	$295K	Buy	+4,425	New	+$277K	﹤0.01%	564

Other funds holding IYK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BWM

Bulltick Wealth Management Miami, Florida $453M AUM 18.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Johnson Investment Counsel's IYK Position: Q1 2022 in Review

Johnson Investment Counsel sold out of iShares US Consumer Staples ETF (IYK) in Q1 2022, closing a stake of 4,425 shares — an estimated $295K sold.

Johnson Investment Counsel first reported a position in IYK in Q4 2021 and held it in 1 quarter. The position peaked at $295K in Q4 2021. 187 funds tracked by Wall St. Rank hold IYK as of Q1 2022.

Johnson Investment Counsel reported no remaining iShares US Consumer Staples ETF position as of Q1 2022 after selling out during the quarter.
Johnson Investment Counsel sold 4,425 iShares US Consumer Staples ETF shares in Q1 2022, an estimated $295K.
Johnson Investment Counsel first reported a position in iShares US Consumer Staples ETF in Q4 2021 and held it in 1 quarter.
Johnson Investment Counsel's iShares US Consumer Staples ETF position peaked at $295K in Q4 2021.
187 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2022.

Based on Johnson Investment Counsel's 13F filing for Q1 2022, filed 11 May 2022.