TCI Wealth Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History

TCI Wealth 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 Q2	–	Sell	-738	Closed	-$49K	–	1218
2023 Q1	$49K	Hold	738	–	–	0.01%	438
2022 Q4	$49.9K	Hold	738	–	–	0.01%	411
2022 Q3	$44K	Hold	738	–	–	0.01%	398
2022 Q2	$48K	Hold	738	–	–	0.01%	375
2022 Q1	$49K	Buy	+738	New	+$49.2K	0.01%	412

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

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

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

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

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

TCI Wealth Advisors's IYK Position: Q2 2023 in Review

TCI Wealth Advisors sold out of iShares US Consumer Staples ETF (IYK) in Q2 2023, closing a stake of 738 shares — an estimated $49K sold.

TCI Wealth Advisors first reported a position in IYK in Q1 2022 and held it in 5 quarters. The position peaked at $49.9K in Q4 2022. 244 funds tracked by Wall St. Rank hold IYK as of Q2 2023.

TCI Wealth Advisors reported no remaining iShares US Consumer Staples ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 738 iShares US Consumer Staples ETF shares in Q2 2023, an estimated $49K.
TCI Wealth Advisors first reported a position in iShares US Consumer Staples ETF in Q1 2022 and held it in 5 quarters.
TCI Wealth Advisors's iShares US Consumer Staples ETF position peaked at $49.9K in Q4 2022.
244 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.