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

Rise 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
2022 Q3	–	Sell	-123	Closed	-$8K	–	727
2022 Q2	$8K	Buy	+123	New	+$8.27K	0.01%	373

Other funds holding IYK

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Rise Advisors's IYK Position: Q3 2022 in Review

Rise Advisors sold out of iShares US Consumer Staples ETF (IYK) in Q3 2022, closing a stake of 123 shares — an estimated $8K sold.

Rise Advisors first reported a position in IYK in Q2 2022 and held it in 1 quarter. The position peaked at $8K in Q2 2022. 227 funds tracked by Wall St. Rank hold IYK as of Q3 2022.

Rise Advisors reported no remaining iShares US Consumer Staples ETF position as of Q3 2022 after selling out during the quarter.
Rise Advisors sold 123 iShares US Consumer Staples ETF shares in Q3 2022, an estimated $8K.
Rise Advisors first reported a position in iShares US Consumer Staples ETF in Q2 2022 and held it in 1 quarter.
Rise Advisors's iShares US Consumer Staples ETF position peaked at $8K in Q2 2022.
227 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2022.

Based on Rise Advisors's 13F filing for Q3 2022, filed 11 Oct 2022.