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

Personal Wealth Partners’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	-555	Closed	-$34K	–	236
2021 Q2	$34K	Buy	+555	New	+$33.4K	0.01%	175
2020 Q1	–	Sell	-555	Closed	-$25K	–	325
2019 Q4	$25K	Hold	555	–	–	0.01%	183
2019 Q3	$23K	Hold	555	–	–	0.01%	192
2019 Q2	$22K	Buy	+555	New	+$22.4K	0.01%	180

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Personal Wealth Partners's IYK Position: Q3 2021 in Review

Personal Wealth Partners sold out of iShares US Consumer Staples ETF (IYK) in Q3 2021, closing a stake of 555 shares — an estimated $34K sold.

Personal Wealth Partners first reported a position in IYK in Q2 2019 and held it in 4 quarters. The position peaked at $34K in Q2 2021. 141 funds tracked by Wall St. Rank hold IYK as of Q3 2021.

Personal Wealth Partners reported no remaining iShares US Consumer Staples ETF position as of Q3 2021 after selling out during the quarter.
Personal Wealth Partners sold 555 iShares US Consumer Staples ETF shares in Q3 2021, an estimated $34K.
Personal Wealth Partners first reported a position in iShares US Consumer Staples ETF in Q2 2019 and held it in 4 quarters.
Personal Wealth Partners's iShares US Consumer Staples ETF position peaked at $34K in Q2 2021.
141 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.