Next Financial Group’s iShares US Consumer Staples ETF IYK Stock Holding History

Next Financial Group’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
2021 Q4	$24K	Buy	357 +126	+55%	+$7.89K	﹤0.01%	1811
2021 Q3	$14K	Sell	231 -1,317	-85%	-$81.1K	﹤0.01%	1917
2021 Q2	$95K	Buy	+1,548	New	+$93.1K	0.01%	1142
2017 Q1	–	Sell	-855	Closed	-$32K	–	2082
2016 Q4	$32K	Hold	855	–	–	0.01%	1142
2016 Q3	$32K	Buy	855 +432	+102%	+$16.7K	0.01%	1143
2016 Q2	$16K	Hold	423	–	–	0.01%	1044
2016 Q1	$15K	Hold	423	–	–	0.01%	1034
2015 Q4	$15K	Buy	+423	New	+$15.3K	0.01%	1035
2015 Q3	–	Sell	-450	Closed	-$15K	–	1885
2015 Q2	$15K	Hold	450	–	–	0.01%	1115
2015 Q1	$15K	Hold	450	–	–	﹤0.01%	1107
2014 Q4	$16K	Sell	450 -1,530	-77%	-$52.4K	0.01%	1061
2014 Q3	$65K	Buy	+1,980	New	+$65.6K	0.01%	824

Other funds holding IYK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Next Financial Group's IYK Position: Q4 2021 in Review

Next Financial Group increased its iShares US Consumer Staples ETF (IYK) stake by 55% in Q4 2021, buying an estimated $7.89K and bringing the position to 357 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #1811.

Next Financial Group first reported a position in IYK in Q3 2014 and has held it in 12 quarters since. The position peaked at $95K in Q2 2021. 165 funds tracked by Wall St. Rank hold IYK as of Q4 2021.

Next Financial Group held 357 shares of iShares US Consumer Staples ETF worth $24K as of Q4 2021.
Next Financial Group bought 126 iShares US Consumer Staples ETF shares in Q4 2021, an estimated $7.89K.
iShares US Consumer Staples ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1811 holding.
Next Financial Group first reported a position in iShares US Consumer Staples ETF in Q3 2014 and has held it in 12 quarters since.
Next Financial Group's iShares US Consumer Staples ETF position peaked at $95K in Q2 2021.
165 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.