SCFS
IYK icon

S.C. Financial Services’s iShares US Consumer Staples ETF IYK Stock Holding History

S.C. Financial Services’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
Q4 		$244K Sell
3,612
-432
-11% -$28.4K 0.38% 92
2022
Q3 		$242K Buy
+4,044
New +$266K 0.38% 91

Other funds holding IYK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

S.C. Financial Services's IYK Position: Q4 2022 in Review

S.C. Financial Services reduced its iShares US Consumer Staples ETF (IYK) stake by 11% in Q4 2022, selling an estimated $28.4K and leaving 3,612 shares worth $244K. The position accounts for 0.38% of the portfolio, ranked #92.

S.C. Financial Services first reported a position in IYK in Q3 2022 and has held it in 2 quarters since. 261 funds tracked by Wall St. Rank hold IYK as of Q4 2022.

  • S.C. Financial Services held 3,612 shares of iShares US Consumer Staples ETF worth $244K as of Q4 2022.
  • S.C. Financial Services sold 432 iShares US Consumer Staples ETF shares in Q4 2022, an estimated $28.4K.
  • iShares US Consumer Staples ETF made up 0.38% of S.C. Financial Services's portfolio in Q4 2022, its #92 holding.
  • S.C. Financial Services first reported a position in iShares US Consumer Staples ETF in Q3 2022 and has held it in 2 quarters since.
  • 261 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q4 2022.

Based on S.C. Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.