O'Dell Group’s iShares US Consumer Staples ETF IYK Stock Holding History

O'Dell 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
2023 Q3	–	Sell	-36	Closed	-$2.48K	–	277
2023 Q2	$2.48K	Buy	+36	New	+$2.42K	﹤0.01%	433
2023 Q1	–	Sell	-12,378	Closed	-$837K	–	76
2022 Q4	$837K	Buy	+12,378	New	+$815K	0.3%	26

Other funds holding IYK

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

O'Dell Group's IYK Position: Q3 2023 in Review

O'Dell Group sold out of iShares US Consumer Staples ETF (IYK) in Q3 2023, closing a stake of 36 shares — an estimated $2.48K sold.

O'Dell Group first reported a position in IYK in Q4 2022 and held it in 2 quarters. The position peaked at $837K in Q4 2022. 235 funds tracked by Wall St. Rank hold IYK as of Q3 2023.

O'Dell Group reported no remaining iShares US Consumer Staples ETF position as of Q3 2023 after selling out during the quarter.
O'Dell Group sold 36 iShares US Consumer Staples ETF shares in Q3 2023, an estimated $2.48K.
O'Dell Group first reported a position in iShares US Consumer Staples ETF in Q4 2022 and held it in 2 quarters.
O'Dell Group's iShares US Consumer Staples ETF position peaked at $837K in Q4 2022.
235 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2023.

Based on O'Dell Group's 13F filing for Q3 2023, filed 13 Nov 2023.