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Optimum Investment Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History

Optimum Investment Advisors’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
Q3 		– Sell
-6
Closed – – 881
2021
Q2 		$0 Hold
6
– – ﹤0.01% 939
2021
Q1 		$0 Sell
6
-42
-88% -$2.46K ﹤0.01% 930
2020
Q4 		$3K Buy
+48
New +$2.55K ﹤0.01% 815

Other funds holding IYK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Optimum Investment Advisors's IYK Position: Q3 2021 in Review

Optimum Investment Advisors sold out of iShares US Consumer Staples ETF (IYK) in Q3 2021, closing a stake of 6 shares.

Optimum Investment Advisors first reported a position in IYK in Q4 2020 and held it in 3 quarters. The position peaked at $3K in Q4 2020. 141 funds tracked by Wall St. Rank hold IYK as of Q3 2021.

  • Optimum Investment Advisors reported no remaining iShares US Consumer Staples ETF position as of Q3 2021 after selling out during the quarter.
  • Optimum Investment Advisors sold 6 iShares US Consumer Staples ETF shares in Q3 2021.
  • Optimum Investment Advisors first reported a position in iShares US Consumer Staples ETF in Q4 2020 and held it in 3 quarters.
  • Optimum Investment Advisors's iShares US Consumer Staples ETF position peaked at $3K in Q4 2020.
  • 141 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2021.

Based on Optimum Investment Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.