MWM
IYK icon

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

MinichMacGregor Wealth 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
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

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return