Sowa Financial Group’s iShares US Consumer Staples ETF IYK Stock Holding History

Sowa Financial Group’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
2020 Q3	–	Sell	-297	Closed	-$13K	–	290
2020 Q2	$13K	Hold	297	–	–	0.01%	209
2020 Q1	$11K	Hold	297	–	–	0.01%	201
2019 Q4	$13K	Buy	+297	New	+$12.7K	0.01%	207

Other funds holding IYK

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BHB

Bank Hapoalim BM Tel Aviv, Israel $1.5B AUM 26.39% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sowa Financial Group's IYK Position: Q3 2020 in Review

Sowa Financial Group sold out of iShares US Consumer Staples ETF (IYK) in Q3 2020, closing a stake of 297 shares — an estimated $13K sold.

Sowa Financial Group first reported a position in IYK in Q4 2019 and held it in 3 quarters. The position peaked at $13K in Q2 2020. 129 funds tracked by Wall St. Rank hold IYK as of Q3 2020.

Sowa Financial Group reported no remaining iShares US Consumer Staples ETF position as of Q3 2020 after selling out during the quarter.
Sowa Financial Group sold 297 iShares US Consumer Staples ETF shares in Q3 2020, an estimated $13K.
Sowa Financial Group first reported a position in iShares US Consumer Staples ETF in Q4 2019 and held it in 3 quarters.
Sowa Financial Group's iShares US Consumer Staples ETF position peaked at $13K in Q2 2020.
129 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2020.

Based on Sowa Financial Group's 13F filing for Q3 2020, filed 6 Oct 2020.