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 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

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.