Realta Investment Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History

Realta Investment Advisors’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
2024 Q3	–	Sell	-285	Closed	-$18.7K	–	559
2024 Q2	$18.7K	Hold	285	–	–	﹤0.01%	626
2024 Q1	$19.3K	Buy	+285	New	+$18.6K	﹤0.01%	642
2023 Q4	–	Sell	-180	Closed	-$12K	–	624
2023 Q3	$12K	Hold	180	–	–	﹤0.01%	663
2023 Q2	$12K	Buy	+180	New	+$12.1K	﹤0.01%	712
2023 Q1	–	Sell	-180	Closed	-$12.2K	–	638
2022 Q4	$12.2K	Hold	180	–	–	﹤0.01%	699
2022 Q3	$11K	Buy	+180	New	+$11.8K	﹤0.01%	682
2019 Q2	–	Sell	-375	Closed	-$15K	–	1754
2019 Q1	$15K	Buy	+375	New	+$14.3K	0.01%	828

Other funds holding IYK

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Realta Investment Advisors's IYK Position: Q3 2024 in Review

Realta Investment Advisors sold out of iShares US Consumer Staples ETF (IYK) in Q3 2024, closing a stake of 285 shares — an estimated $18.7K sold.

Realta Investment Advisors first reported a position in IYK in Q1 2019 and held it in 7 quarters. The position peaked at $19.3K in Q1 2024. 233 funds tracked by Wall St. Rank hold IYK as of Q3 2024.

Realta Investment Advisors reported no remaining iShares US Consumer Staples ETF position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 285 iShares US Consumer Staples ETF shares in Q3 2024, an estimated $18.7K.
Realta Investment Advisors first reported a position in iShares US Consumer Staples ETF in Q1 2019 and held it in 7 quarters.
Realta Investment Advisors's iShares US Consumer Staples ETF position peaked at $19.3K in Q1 2024.
233 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.