Paradigm Financial Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History

Paradigm Financial 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 Q4	–	Sell	-66,420	Closed	-$3.98M	–	238
2021 Q3	$3.98M	Sell	66,420 -13,380	-17%	-$824K	0.92%	32
2021 Q2	$4.89M	Buy	79,800 +20,079	+34%	+$1.21M	1.09%	28
2021 Q1	$3.52M	Buy	+59,721	New	+$3.5M	0.86%	33
2014 Q2	–	Sell	-915	Closed	-$29K	–	142
2014 Q1	$29K	Hold	915	–	–	0.03%	145
2013 Q4	$29K	Buy	+915	New	+$28.5K	0.03%	171

Other funds holding IYK

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Paradigm Financial Advisors's IYK Position: Q4 2021 in Review

Paradigm Financial Advisors sold out of iShares US Consumer Staples ETF (IYK) in Q4 2021, closing a stake of 66,420 shares — an estimated $3.98M sold.

Paradigm Financial Advisors first reported a position in IYK in Q4 2013 and held it in 5 quarters. The position peaked at $4.89M in Q2 2021. 165 funds tracked by Wall St. Rank hold IYK as of Q4 2021.

Paradigm Financial Advisors reported no remaining iShares US Consumer Staples ETF position as of Q4 2021 after selling out during the quarter.
Paradigm Financial Advisors sold 66,420 iShares US Consumer Staples ETF shares in Q4 2021, an estimated $3.98M.
Paradigm Financial Advisors first reported a position in iShares US Consumer Staples ETF in Q4 2013 and held it in 5 quarters.
Paradigm Financial Advisors's iShares US Consumer Staples ETF position peaked at $4.89M in Q2 2021.
165 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.