Royal Fund Management’s iShares US Consumer Staples ETF IYK Stock Holding History

Royal Fund 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
2022 Q2	–	Sell	-6,912	Closed	-$461K	–	210
2022 Q1	$461K	Buy	+6,912	New	+$460K	0.07%	149
2021 Q2	–	Sell	-4,140	Closed	-$244K	–	196
2021 Q1	$244K	Buy	4,140 +72	+2%	+$4.22K	0.04%	164
2020 Q4	$235K	Sell	4,068 -1,170	-22%	-$62.1K	0.05%	151
2020 Q3	$260K	Sell	5,238 -84,804	-94%	-$4.05M	0.07%	136
2020 Q2	$3.83M	Buy	90,042 +83,478	+1,272%	+$3.37M	1.35%	24
2020 Q1	$236K	Buy	+6,564	New	+$278K	0.1%	124

Other funds holding IYK

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

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Royal Fund Management's IYK Position: Q2 2022 in Review

Royal Fund Management sold out of iShares US Consumer Staples ETF (IYK) in Q2 2022, closing a stake of 6,912 shares — an estimated $461K sold.

Royal Fund Management first reported a position in IYK in Q1 2020 and held it in 6 quarters. The position peaked at $3.83M in Q2 2020. 211 funds tracked by Wall St. Rank hold IYK as of Q2 2022.

Royal Fund Management reported no remaining iShares US Consumer Staples ETF position as of Q2 2022 after selling out during the quarter.
Royal Fund Management sold 6,912 iShares US Consumer Staples ETF shares in Q2 2022, an estimated $461K.
Royal Fund Management first reported a position in iShares US Consumer Staples ETF in Q1 2020 and held it in 6 quarters.
Royal Fund Management's iShares US Consumer Staples ETF position peaked at $3.83M in Q2 2020.
211 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2022.

Based on Royal Fund Management's 13F filing for Q2 2022, filed 28 Jul 2022.