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Phillips Financial Management’s iShares US Consumer Staples ETF IYK Stock Holding History

Phillips Financial 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
2022
Q4 		– Sell
-195
Closed -$12K – 232
2022
Q3 		$12K Buy
+195
New +$12.8K ﹤0.01% 201

Other funds holding IYK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Phillips Financial Management's IYK Position: Q4 2022 in Review

Phillips Financial Management sold out of iShares US Consumer Staples ETF (IYK) in Q4 2022, closing a stake of 195 shares — an estimated $12K sold.

Phillips Financial Management first reported a position in IYK in Q3 2022 and held it in 1 quarter. The position peaked at $12K in Q3 2022. 261 funds tracked by Wall St. Rank hold IYK as of Q4 2022.

  • Phillips Financial Management reported no remaining iShares US Consumer Staples ETF position as of Q4 2022 after selling out during the quarter.
  • Phillips Financial Management sold 195 iShares US Consumer Staples ETF shares in Q4 2022, an estimated $12K.
  • Phillips Financial Management first reported a position in iShares US Consumer Staples ETF in Q3 2022 and held it in 1 quarter.
  • Phillips Financial Management's iShares US Consumer Staples ETF position peaked at $12K in Q3 2022.
  • 261 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q4 2022.

Based on Phillips Financial Management's 13F filing for Q4 2022, filed 24 Jan 2023.