Reilly Financial Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History

Reilly Financial 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
2021 Q4	$30K	Hold	450	–	–	﹤0.01%	495
2021 Q3	$27K	Hold	450	–	–	﹤0.01%	475
2021 Q2	$28K	Hold	450	–	–	﹤0.01%	472
2021 Q1	$27K	Hold	450	–	–	﹤0.01%	480
2020 Q4	$26K	Hold	450	–	–	﹤0.01%	445
2020 Q3	$22K	Hold	450	–	–	﹤0.01%	432
2020 Q2	$19K	Hold	450	–	–	﹤0.01%	459
2020 Q1	$16K	Hold	450	–	–	﹤0.01%	473
2019 Q4	$20K	Hold	450	–	–	﹤0.01%	506
2019 Q3	$19K	Hold	450	–	–	﹤0.01%	523
2019 Q2	$18K	Hold	450	–	–	﹤0.01%	560
2019 Q1	$18K	Hold	450	–	–	﹤0.01%	548
2018 Q4	$16K	Hold	450	–	–	﹤0.01%	549
2018 Q3	$18K	Hold	450	–	–	﹤0.01%	577
2018 Q2	$18K	Hold	450	–	–	﹤0.01%	534
2018 Q1	$18K	Hold	450	–	–	﹤0.01%	523
2017 Q4	$19K	Hold	450	–	–	﹤0.01%	527
2017 Q3	$18K	Hold	450	–	–	﹤0.01%	524
2017 Q2	$18K	Hold	450	–	–	﹤0.01%	521
2017 Q1	$18K	Hold	450	–	–	﹤0.01%	499
2016 Q4	$17K	Hold	450	–	–	﹤0.01%	476
2016 Q3	$17K	Hold	450	–	–	﹤0.01%	432
2016 Q2	$17K	Sell	450 -336	-43%	-$12.6K	﹤0.01%	413
2016 Q1	$29K	Buy	786 +336	+75%	+$11.9K	0.01%	497
2015 Q4	$16K	Hold	450	–	–	﹤0.01%	660
2015 Q3	$15K	Hold	450	–	–	﹤0.01%	671
2015 Q2	$16K	Hold	450	–	–	﹤0.01%	734
2015 Q1	$16K	Hold	450	–	–	﹤0.01%	721
2014 Q4	$16K	Hold	450	–	–	﹤0.01%	435
2014 Q3	$15K	Hold	450	–	–	﹤0.01%	446
2014 Q2	$15K	Hold	450	–	–	﹤0.01%	467
2014 Q1	$14K	Hold	450	–	–	﹤0.01%	493
2013 Q4	$14K	Hold	450	–	–	﹤0.01%	465
2013 Q3	$13K	Hold	450	–	–	﹤0.01%	415
2013 Q2	$13K	Buy	+450	New	+$13.1K	﹤0.01%	414

Other funds holding IYK

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Reilly Financial Advisors's IYK Position: Q4 2021 in Review

Reilly Financial Advisors held its iShares US Consumer Staples ETF (IYK) position steady in Q4 2021 at 450 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #495.

Reilly Financial Advisors first reported a position in IYK in Q2 2013 and has held it in 35 quarters since. 165 funds tracked by Wall St. Rank hold IYK as of Q4 2021.

Reilly Financial Advisors held 450 shares of iShares US Consumer Staples ETF worth $30K as of Q4 2021.
Reilly Financial Advisors left its iShares US Consumer Staples ETF share count unchanged in Q4 2021.
iShares US Consumer Staples ETF made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #495 holding.
Reilly Financial Advisors first reported a position in iShares US Consumer Staples ETF in Q2 2013 and has held it in 35 quarters since.
165 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.