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Oxinas Partners Wealth Management’s iShares US Consumer Staples ETF IYK Stock Holding History

Oxinas Partners Wealth Management’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
Q3 		– Sell
-3,178
Closed -$209K – 124
2024
Q2 		$209K Buy
3,178
+18
+0.6% +$1.2K 0.14% 115
2024
Q1 		$214K Sell
3,160
-194
-6% -$12.6K 0.14% 117
2023
Q4 		$214K Buy
3,354
+6
+0.2% +$373 0.15% 109
2023
Q3 		$208K Sell
3,348
-45
-1% -$2.97K 0.15% 107
2023
Q2 		$227K Sell
3,393
-57
-2% -$3.83K 0.15% 109
2023
Q1 		$229K Sell
3,450
-774
-18% -$50.7K 0.17% 94
2022
Q4 		$285K Buy
+4,224
New +$278K 0.24% 73
2021
Q2 		– Sell
-8,517
Closed -$502K – 158
2021
Q1 		$502K Buy
+8,517
New +$499K 0.32% 82

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LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return