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San Luis Wealth Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History

San Luis Wealth 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
2024
Q3 		– Sell
-4,116
Closed -$271K – 152
2024
Q2 		$271K Buy
+4,116
New +$274K 0.07% 111

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Morgan Stanley
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Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

San Luis Wealth Advisors's IYK Position: Q3 2024 in Review

San Luis Wealth Advisors sold out of iShares US Consumer Staples ETF (IYK) in Q3 2024, closing a stake of 4,116 shares — an estimated $271K sold.

San Luis Wealth Advisors first reported a position in IYK in Q2 2024 and held it in 1 quarter. The position peaked at $271K in Q2 2024. 233 funds tracked by Wall St. Rank hold IYK as of Q3 2024.

  • San Luis Wealth Advisors reported no remaining iShares US Consumer Staples ETF position as of Q3 2024 after selling out during the quarter.
  • San Luis Wealth Advisors sold 4,116 iShares US Consumer Staples ETF shares in Q3 2024, an estimated $271K.
  • San Luis Wealth Advisors first reported a position in iShares US Consumer Staples ETF in Q2 2024 and held it in 1 quarter.
  • San Luis Wealth Advisors's iShares US Consumer Staples ETF position peaked at $271K in Q2 2024.
  • 233 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2024.

Based on San Luis Wealth Advisors's 13F filing for Q3 2024, filed 9 Oct 2024.