MinichMacGregor Wealth Management’s iShares US Consumer Staples ETF IYK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-3,249
Closed -$202K 106
2023
Q3
$202K Sell
3,249
-311,634
-99% -$20.6M 0.07% 92
2023
Q2
$21M Sell
314,883
-4,374
-1% -$294K 6.56% 2
2023
Q1
$21.2M Sell
319,257
-2,433
-0.8% -$159K 7.02% 2
2022
Q4
$21.7M Buy
321,690
+5,115
+2% +$337K 7.85% 2
2022
Q3
$19M Buy
316,575
+54,981
+21% +$3.61M 7.57% 2
2022
Q2
$17M Buy
+261,594
New +$17.6M 7% 2
2016
Q4
Sell
-321
Closed -$12K 473
2016
Q3
$12K Sell
321
-111
-26% -$4.29K 0.01% 244
2016
Q2
$16K Sell
432
-3
-0.7% -$113 0.02% 192
2016
Q1
$16K Buy
435
+429
+7,150% +$15.3K 0.02% 194
2015
Q4
$0 Buy
+6
New +$217 ﹤0.01% 386

Other funds holding IYK

MinichMacGregor Wealth Management's IYK Position: Q4 2023 in Review

MinichMacGregor Wealth Management sold out of iShares US Consumer Staples ETF (IYK) in Q4 2023, closing a stake of 3,249 shares — an estimated $202K sold.

MinichMacGregor Wealth Management first reported a position in IYK in Q4 2015 and held it in 10 quarters. The position peaked at $21.7M in Q4 2022. 241 funds tracked by Wall St. Rank hold IYK as of Q4 2023.

  • MinichMacGregor Wealth Management reported no remaining iShares US Consumer Staples ETF position as of Q4 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 3,249 iShares US Consumer Staples ETF shares in Q4 2023, an estimated $202K.
  • MinichMacGregor Wealth Management first reported a position in iShares US Consumer Staples ETF in Q4 2015 and held it in 10 quarters.
  • MinichMacGregor Wealth Management's iShares US Consumer Staples ETF position peaked at $21.7M in Q4 2022.
  • 241 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q4 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.