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

SeaCrest 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
2022 Q3	–	Sell	-630	Closed	-$41K	–	1071
2022 Q2	$41K	Buy	+630	New	+$42.3K	0.01%	1208
2019 Q2	–	Sell	-309	Closed	-$12K	–	1191
2019 Q1	$12K	Hold	309	–	–	﹤0.01%	1471
2018 Q4	$11K	Hold	309	–	–	﹤0.01%	1464
2018 Q3	$12K	Hold	309	–	–	﹤0.01%	1574
2018 Q2	$12K	Hold	309	–	–	﹤0.01%	1545
2018 Q1	$12K	Hold	309	–	–	﹤0.01%	1515
2017 Q4	$13K	Buy	+309	New	+$12.7K	﹤0.01%	1507

Other funds holding IYK

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SeaCrest Wealth Management's IYK Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of iShares US Consumer Staples ETF (IYK) in Q3 2022, closing a stake of 630 shares — an estimated $41K sold.

SeaCrest Wealth Management first reported a position in IYK in Q4 2017 and held it in 7 quarters. The position peaked at $41K in Q2 2022. 227 funds tracked by Wall St. Rank hold IYK as of Q3 2022.

SeaCrest Wealth Management reported no remaining iShares US Consumer Staples ETF position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 630 iShares US Consumer Staples ETF shares in Q3 2022, an estimated $41K.
SeaCrest Wealth Management first reported a position in iShares US Consumer Staples ETF in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's iShares US Consumer Staples ETF position peaked at $41K in Q2 2022.
227 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.