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Piershale Financial Group’s iShares US Consumer Staples ETF IYK Stock Holding History

Piershale Financial Group’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
Q2 		– Sell
-75
Closed -$4.98K – 281
2023
Q1 		$4.98K Hold
75
– – ﹤0.01% 171
2022
Q4 		$5.07K Buy
+75
New +$4.94K ﹤0.01% 171
2016
Q1 		– Sell
-750
Closed -$27K – 171
2015
Q4 		$27K Buy
+750
New +$27.1K 0.02% 60

Other funds holding IYK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Piershale Financial Group's IYK Position: Q2 2023 in Review

Piershale Financial Group sold out of iShares US Consumer Staples ETF (IYK) in Q2 2023, closing a stake of 75 shares — an estimated $4.98K sold.

Piershale Financial Group first reported a position in IYK in Q4 2015 and held it in 3 quarters. The position peaked at $27K in Q4 2015. 244 funds tracked by Wall St. Rank hold IYK as of Q2 2023.

  • Piershale Financial Group reported no remaining iShares US Consumer Staples ETF position as of Q2 2023 after selling out during the quarter.
  • Piershale Financial Group sold 75 iShares US Consumer Staples ETF shares in Q2 2023, an estimated $4.98K.
  • Piershale Financial Group first reported a position in iShares US Consumer Staples ETF in Q4 2015 and held it in 3 quarters.
  • Piershale Financial Group's iShares US Consumer Staples ETF position peaked at $27K in Q4 2015.
  • 244 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.