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IYK icon

Navellier & Associates’s iShares US Consumer Staples ETF IYK Stock Holding History

Navellier & Associates’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
2024
Q2 		– Sell
-7,170
Closed -$485K – 354
2024
Q1 		$485K Buy
+7,170
New +$467K 0.06% 244
2021
Q3 		– Sell
-8,916
Closed -$547K – 324
2021
Q2 		$547K Buy
+8,916
New +$536K 0.08% 186
2020
Q4 		– Sell
-15,000
Closed -$747K – 288
2020
Q3 		$747K Buy
+15,000
New +$716K 0.16% 114
2019
Q4 		– Sell
-44,829
Closed -$1.89M – 304
2019
Q3 		$1.89M Sell
44,829
-474
-1% -$19.6K 0.31% 94
2019
Q2 		$1.83M Buy
+45,303
New +$1.83M 0.28% 95
2015
Q2 		– Sell
-28,449
Closed -$1M – 376
2015
Q1 		$1M Buy
28,449
+18,858
+197% +$662K 0.09% 114
2014
Q4 		$335K Buy
+9,591
New +$328K 0.02% 246

Other funds holding IYK

PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return