PCA Investment Advisory Services’s iShares US Consumer Staples ETF IYK Stock Holding History

PCA Investment Advisory Services’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 Q3	–	Sell	-816	Closed	-$54.5K	–	272
2023 Q2	$54.5K	Buy	+816	New	+$54.8K	0.03%	250

Other funds holding IYK

PCH

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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

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

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

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

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PCA Investment Advisory Services's IYK Position: Q3 2023 in Review

PCA Investment Advisory Services sold out of iShares US Consumer Staples ETF (IYK) in Q3 2023, closing a stake of 816 shares — an estimated $54.5K sold.

PCA Investment Advisory Services first reported a position in IYK in Q2 2023 and held it in 1 quarter. The position peaked at $54.5K in Q2 2023. 235 funds tracked by Wall St. Rank hold IYK as of Q3 2023.

PCA Investment Advisory Services reported no remaining iShares US Consumer Staples ETF position as of Q3 2023 after selling out during the quarter.
PCA Investment Advisory Services sold 816 iShares US Consumer Staples ETF shares in Q3 2023, an estimated $54.5K.
PCA Investment Advisory Services first reported a position in iShares US Consumer Staples ETF in Q2 2023 and held it in 1 quarter.
PCA Investment Advisory Services's iShares US Consumer Staples ETF position peaked at $54.5K in Q2 2023.
235 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2023.

Based on PCA Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.