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	–	1193
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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return