Teamwork Financial Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History

Teamwork Financial 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	-18,402	Closed	-$1.22M	–	198
2023 Q1	$1.22M	Sell	18,402 -20,664	-53%	-$1.35M	0.23%	74
2022 Q4	$2.64M	Buy	39,066 +12,444	+47%	+$819K	0.53%	34
2022 Q3	$1.6M	Sell	26,622 -180	-0.7%	-$11.8K	0.34%	47
2022 Q2	$1.74M	Buy	26,802 +15,999	+148%	+$1.08M	0.38%	53
2022 Q1	$722K	Buy	+10,803	New	+$720K	0.13%	132
2020 Q4	–	Sell	-18,786	Closed	-$935K	–	202
2020 Q3	$935K	Buy	+18,786	New	+$897K	0.29%	76

Other funds holding IYK

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Teamwork Financial Advisors's IYK Position: Q2 2023 in Review

Teamwork Financial Advisors sold out of iShares US Consumer Staples ETF (IYK) in Q2 2023, closing a stake of 18,402 shares — an estimated $1.22M sold.

Teamwork Financial Advisors first reported a position in IYK in Q3 2020 and held it in 6 quarters. The position peaked at $2.64M in Q4 2022. 244 funds tracked by Wall St. Rank hold IYK as of Q2 2023.

Teamwork Financial Advisors reported no remaining iShares US Consumer Staples ETF position as of Q2 2023 after selling out during the quarter.
Teamwork Financial Advisors sold 18,402 iShares US Consumer Staples ETF shares in Q2 2023, an estimated $1.22M.
Teamwork Financial Advisors first reported a position in iShares US Consumer Staples ETF in Q3 2020 and held it in 6 quarters.
Teamwork Financial Advisors's iShares US Consumer Staples ETF position peaked at $2.64M in Q4 2022.
244 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2023.

Based on Teamwork Financial Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.