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Shoker Investment Counsel’s iShares US Consumer Staples ETF IYK Stock Holding History

Shoker Investment Counsel’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
2019
Q1 		– Sell
-29,394
Closed -$1.04M – 103
2018
Q4 		$1.04M Buy
+29,394
New +$1.12M 0.87% 34

Other funds holding IYK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Shoker Investment Counsel's IYK Position: Q1 2019 in Review

Shoker Investment Counsel sold out of iShares US Consumer Staples ETF (IYK) in Q1 2019, closing a stake of 29,394 shares — an estimated $1.04M sold.

Shoker Investment Counsel first reported a position in IYK in Q4 2018 and held it in 1 quarter. The position peaked at $1.04M in Q4 2018. 102 funds tracked by Wall St. Rank hold IYK as of Q1 2019.

  • Shoker Investment Counsel reported no remaining iShares US Consumer Staples ETF position as of Q1 2019 after selling out during the quarter.
  • Shoker Investment Counsel sold 29,394 iShares US Consumer Staples ETF shares in Q1 2019, an estimated $1.04M.
  • Shoker Investment Counsel first reported a position in iShares US Consumer Staples ETF in Q4 2018 and held it in 1 quarter.
  • Shoker Investment Counsel's iShares US Consumer Staples ETF position peaked at $1.04M in Q4 2018.
  • 102 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2019.

Based on Shoker Investment Counsel's 13F filing for Q1 2019, filed 13 May 2019.