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

Sandy Cove 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
2023 Q1	–	Sell	-3,000	Closed	-$203K	–	92
2022 Q4	$203K	Buy	+3,000	New	+$197K	0.16%	72
2022 Q2	–	Sell	-3,000	Closed	-$200K	–	240
2022 Q1	$200K	Hold	3,000	–	–	0.17%	84
2021 Q4	$200K	Buy	+3,000	New	+$188K	0.17%	80

Other funds holding IYK

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sandy Cove Advisors's IYK Position: Q1 2023 in Review

Sandy Cove Advisors sold out of iShares US Consumer Staples ETF (IYK) in Q1 2023, closing a stake of 3,000 shares — an estimated $203K sold.

Sandy Cove Advisors first reported a position in IYK in Q4 2021 and held it in 3 quarters. The position peaked at $203K in Q4 2022. 242 funds tracked by Wall St. Rank hold IYK as of Q1 2023.

Sandy Cove Advisors reported no remaining iShares US Consumer Staples ETF position as of Q1 2023 after selling out during the quarter.
Sandy Cove Advisors sold 3,000 iShares US Consumer Staples ETF shares in Q1 2023, an estimated $203K.
Sandy Cove Advisors first reported a position in iShares US Consumer Staples ETF in Q4 2021 and held it in 3 quarters.
Sandy Cove Advisors's iShares US Consumer Staples ETF position peaked at $203K in Q4 2022.
242 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2023.

Based on Sandy Cove Advisors's 13F filing for Q1 2023, filed 12 May 2023.