Rehmann Capital Advisory Group’s iShares US Consumer Staples ETF IYK Stock Holding History

Rehmann Capital Advisory 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
2024 Q4	–	Sell	-47,232	Closed	-$3.33M	–	614
2024 Q3	$3.33M	Sell	47,232 -16,618	-26%	-$1.15M	0.22%	86
2024 Q2	$4.2M	Buy	63,850 +1,211	+2%	+$80.5K	0.3%	64
2024 Q1	$4.24M	Sell	62,639 -721	-1%	-$47K	0.32%	64
2023 Q4	$4.05M	Buy	63,360 +5,118	+9%	+$318K	0.34%	57
2023 Q3	$3.62M	Buy	58,242 +3,396	+6%	+$224K	0.34%	55
2023 Q2	$3.66M	Sell	54,846 -3,825	-7%	-$257K	0.33%	58
2023 Q1	$3.9M	Buy	58,671 +771	+1%	+$50.5K	0.37%	52
2022 Q4	$3.91M	Buy	57,900 +1,290	+2%	+$84.9K	0.4%	53
2022 Q3	$3.39M	Buy	+56,610	New	+$3.72M	0.38%	52

Other funds holding IYK

PCH

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Rehmann Capital Advisory Group's IYK Position: Q4 2024 in Review

Rehmann Capital Advisory Group sold out of iShares US Consumer Staples ETF (IYK) in Q4 2024, closing a stake of 47,232 shares — an estimated $3.33M sold.

Rehmann Capital Advisory Group first reported a position in IYK in Q3 2022 and held it in 9 quarters. The position peaked at $4.24M in Q1 2024. 249 funds tracked by Wall St. Rank hold IYK as of Q4 2024.

Rehmann Capital Advisory Group reported no remaining iShares US Consumer Staples ETF position as of Q4 2024 after selling out during the quarter.
Rehmann Capital Advisory Group sold 47,232 iShares US Consumer Staples ETF shares in Q4 2024, an estimated $3.33M.
Rehmann Capital Advisory Group first reported a position in iShares US Consumer Staples ETF in Q3 2022 and held it in 9 quarters.
Rehmann Capital Advisory Group's iShares US Consumer Staples ETF position peaked at $4.24M in Q1 2024.
249 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q4 2024.

Based on Rehmann Capital Advisory Group's 13F filing for Q4 2024, filed 14 Feb 2025.