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Robertson Stephens Wealth Management’s iShares US Consumer Staples ETF IYK Stock Holding History

Robertson Stephens Wealth Management’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
Q4 		– Sell
-6,990
Closed -$439K – 463
2023
Q3 		$439K Hold
6,990
– – 0.03% 320
2023
Q2 		$467K Hold
6,990
– – 0.03% 289
2023
Q1 		$464K Buy
+6,990
New +$457K 0.04% 297

Other funds holding IYK

PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Robertson Stephens Wealth Management's IYK Position: Q4 2023 in Review

Robertson Stephens Wealth Management sold out of iShares US Consumer Staples ETF (IYK) in Q4 2023, closing a stake of 6,990 shares — an estimated $439K sold.

Robertson Stephens Wealth Management first reported a position in IYK in Q1 2023 and held it in 3 quarters. The position peaked at $467K in Q2 2023. 240 funds tracked by Wall St. Rank hold IYK as of Q4 2023.

  • Robertson Stephens Wealth Management reported no remaining iShares US Consumer Staples ETF position as of Q4 2023 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 6,990 iShares US Consumer Staples ETF shares in Q4 2023, an estimated $439K.
  • Robertson Stephens Wealth Management first reported a position in iShares US Consumer Staples ETF in Q1 2023 and held it in 3 quarters.
  • Robertson Stephens Wealth Management's iShares US Consumer Staples ETF position peaked at $467K in Q2 2023.
  • 240 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q4 2023.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.