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

Other funds holding IYK

PCH

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

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

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

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

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

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Oxinas Partners Wealth Management's IYK Position: Q3 2024 in Review

Oxinas Partners Wealth Management sold out of iShares US Consumer Staples ETF (IYK) in Q3 2024, closing a stake of 3,178 shares — an estimated $209K sold.

Oxinas Partners Wealth Management first reported a position in IYK in Q1 2021 and held it in 8 quarters. The position peaked at $502K in Q1 2021. 233 funds tracked by Wall St. Rank hold IYK as of Q3 2024.

Oxinas Partners Wealth Management reported no remaining iShares US Consumer Staples ETF position as of Q3 2024 after selling out during the quarter.
Oxinas Partners Wealth Management sold 3,178 iShares US Consumer Staples ETF shares in Q3 2024, an estimated $209K.
Oxinas Partners Wealth Management first reported a position in iShares US Consumer Staples ETF in Q1 2021 and held it in 8 quarters.
Oxinas Partners Wealth Management's iShares US Consumer Staples ETF position peaked at $502K in Q1 2021.
233 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2024.

Based on Oxinas Partners Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.