Princeton Capital Management’s iShares US Consumer Staples ETF IYK Stock Holding History

Princeton Capital 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
2023 Q3	–	Sell	-3,114	Closed	-$208K	–	93
2023 Q2	$208K	Sell	3,114 -2,127	-41%	-$143K	0.09%	88
2023 Q1	$348K	Hold	5,241	–	–	0.15%	73
2022 Q4	$354K	Hold	5,241	–	–	0.16%	74
2022 Q3	$314K	Buy	+5,241	New	+$344K	0.14%	73

Other funds holding IYK

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

Princeton Capital Management's IYK Position: Q3 2023 in Review

Princeton Capital Management sold out of iShares US Consumer Staples ETF (IYK) in Q3 2023, closing a stake of 3,114 shares — an estimated $208K sold.

Princeton Capital Management first reported a position in IYK in Q3 2022 and held it in 4 quarters. The position peaked at $354K in Q4 2022. 235 funds tracked by Wall St. Rank hold IYK as of Q3 2023.

Princeton Capital Management reported no remaining iShares US Consumer Staples ETF position as of Q3 2023 after selling out during the quarter.
Princeton Capital Management sold 3,114 iShares US Consumer Staples ETF shares in Q3 2023, an estimated $208K.
Princeton Capital Management first reported a position in iShares US Consumer Staples ETF in Q3 2022 and held it in 4 quarters.
Princeton Capital Management's iShares US Consumer Staples ETF position peaked at $354K in Q4 2022.
235 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2023.

Based on Princeton Capital Management's 13F filing for Q3 2023, filed 13 Nov 2023.