KA
IYK icon

Kovack Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History

Kovack 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
-7,587
Closed -$513K – 639
2022
Q4 		$513K Sell
7,587
-9,777
-56% -$643K 0.08% 277
2022
Q3 		$1.04M Sell
17,364
-36,711
-68% -$2.41M 0.15% 148
2022
Q2 		$3.51M Buy
54,075
+47,586
+733% +$3.2M 0.46% 36
2022
Q1 		$433K Buy
6,489
+1,767
+37% +$118K 0.04% 426
2021
Q4 		$315K Buy
+4,722
New +$296K 0.03% 513
2021
Q2 		– Sell
-32,196
Closed -$1.9M – 720
2021
Q1 		$1.9M Buy
+32,196
New +$1.89M 0.25% 107
2017
Q4 		– Sell
-5,541
Closed -$223K – 485
2017
Q3 		$223K Sell
5,541
-297
-5% -$12K 0.07% 295
2017
Q2 		$237K Buy
+5,838
New +$235K 0.07% 301

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