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

OmniStar 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
2023
Q1 		– Sell
-9,786
Closed -$661K – 113
2022
Q4 		$661K Buy
9,786
+693
+8% +$45.6K 0.75% 54
2022
Q3 		$545K Buy
+9,093
New +$597K 0.65% 62

Other funds holding IYK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

OmniStar Financial Group's IYK Position: Q1 2023 in Review

OmniStar Financial Group sold out of iShares US Consumer Staples ETF (IYK) in Q1 2023, closing a stake of 9,786 shares — an estimated $661K sold.

OmniStar Financial Group first reported a position in IYK in Q3 2022 and held it in 2 quarters. The position peaked at $661K in Q4 2022. 242 funds tracked by Wall St. Rank hold IYK as of Q1 2023.

  • OmniStar Financial Group reported no remaining iShares US Consumer Staples ETF position as of Q1 2023 after selling out during the quarter.
  • OmniStar Financial Group sold 9,786 iShares US Consumer Staples ETF shares in Q1 2023, an estimated $661K.
  • OmniStar Financial Group first reported a position in iShares US Consumer Staples ETF in Q3 2022 and held it in 2 quarters.
  • OmniStar Financial Group's iShares US Consumer Staples ETF position peaked at $661K in Q4 2022.
  • 242 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2023.

Based on OmniStar Financial Group's 13F filing for Q1 2023, filed 1 May 2023.