LFS Asset Management’s iShares US Consumer Staples ETF IYK Stock Holding History

LFS Asset Management’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 Q3	$7.86M	Buy	131,178 +8,934	+7%	+$587K	7.93%	2
2022 Q2	$7.94M	Buy	+122,244	New	+$8.22M	6.46%	2

Other funds holding IYK

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

RJFSA

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LFS Asset Management's IYK Position: Q3 2022 in Review

LFS Asset Management increased its iShares US Consumer Staples ETF (IYK) stake by 7.3% in Q3 2022, buying an estimated $587K and bringing the position to 131,178 shares worth $7.86M. The position accounts for 7.93% of the portfolio, ranked #2.

LFS Asset Management first reported a position in IYK in Q2 2022 and has held it in 2 quarters since. The position peaked at $7.94M in Q2 2022. 227 funds tracked by Wall St. Rank hold IYK as of Q3 2022.

LFS Asset Management held 131,178 shares of iShares US Consumer Staples ETF worth $7.86M as of Q3 2022.
LFS Asset Management bought 8,934 iShares US Consumer Staples ETF shares in Q3 2022, an estimated $587K.
iShares US Consumer Staples ETF made up 7.93% of LFS Asset Management's portfolio in Q3 2022, its #2 holding.
LFS Asset Management first reported a position in iShares US Consumer Staples ETF in Q2 2022 and has held it in 2 quarters since.
LFS Asset Management's iShares US Consumer Staples ETF position peaked at $7.94M in Q2 2022.
227 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2022.

Based on LFS Asset Management's 13F filing for Q3 2022, filed 5 Dec 2022.