Meitav Investment House’s iShares US Consumer Staples ETF IYK Stock Holding History

Meitav Investment House’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	-7,176	Closed	-$449K	–	345
2023 Q3	$449K	Hold	7,176	–	–	0.01%	260
2023 Q2	$479K	Hold	7,176	–	–	0.01%	279
2023 Q1	$499K	Hold	7,176	–	–	0.01%	287
2022 Q4	$485K	Sell	7,176 -72	-1%	-$4.74K	0.01%	298
2022 Q3	$437K	Buy	7,248 +258	+4%	+$16.9K	0.01%	297
2022 Q2	$454K	Sell	6,990 -468	-6%	-$31.5K	0.01%	282
2022 Q1	$498K	Sell	7,458 -102	-1%	-$6.79K	0.01%	313
2021 Q4	$504K	Sell	7,560 -690	-8%	-$43.2K	0.01%	307
2021 Q3	$494K	Sell	8,250 -315	-4%	-$19.4K	0.01%	315
2021 Q2	$525K	Buy	+8,565	New	+$515K	0.01%	308

Other funds holding IYK

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

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

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Meitav Investment House's IYK Position: Q4 2023 in Review

Meitav Investment House sold out of iShares US Consumer Staples ETF (IYK) in Q4 2023, closing a stake of 7,176 shares — an estimated $449K sold.

Meitav Investment House first reported a position in IYK in Q2 2021 and held it in 10 quarters. The position peaked at $525K in Q2 2021. 241 funds tracked by Wall St. Rank hold IYK as of Q4 2023.

Meitav Investment House reported no remaining iShares US Consumer Staples ETF position as of Q4 2023 after selling out during the quarter.
Meitav Investment House sold 7,176 iShares US Consumer Staples ETF shares in Q4 2023, an estimated $449K.
Meitav Investment House first reported a position in iShares US Consumer Staples ETF in Q2 2021 and held it in 10 quarters.
Meitav Investment House's iShares US Consumer Staples ETF position peaked at $525K in Q2 2021.
241 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q4 2023.

Based on Meitav Investment House's 13F filing for Q4 2023, filed 29 Jan 2024.