RJT
IYK icon

Raymond James Trust’s iShares US Consumer Staples ETF IYK Stock Holding History

Raymond James Trust’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
-4,161
Closed -$278K – 1186
2023
Q2 		$278K Buy
4,161
+255
+7% +$17.1K 0.01% 926
2023
Q1 		$259K Sell
3,906
-237
-6% -$15.5K 0.01% 938
2022
Q4 		$280K Buy
4,143
+237
+6% +$15.6K 0.01% 862
2022
Q3 		$235K Buy
3,906
+708
+22% +$46.5K 0.01% 907
2022
Q2 		$208K Buy
+3,198
New +$215K 0.01% 991
2014
Q3 		– Sell
-7,056
Closed -$234K – 622
2014
Q2 		$234K Buy
7,056
+258
+4% +$8.37K 0.03% 502
2014
Q1 		$215K Buy
+6,798
New +$212K 0.03% 502

Other funds holding IYK

GBWM
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PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return