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Tortoise Investment Management’s iShares US Consumer Staples ETF IYK Stock Holding History

Tortoise Investment 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
2023
Q2 		– Sell
-165
Closed -$11K – 790
2023
Q1 		$11K Hold
165
– – ﹤0.01% 535
2022
Q4 		$11.2K Hold
165
– – ﹤0.01% 524
2022
Q3 		$10K Buy
+165
New +$10.8K ﹤0.01% 523

Other funds holding IYK

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Tortoise Investment Management's IYK Position: Q2 2023 in Review

Tortoise Investment Management sold out of iShares US Consumer Staples ETF (IYK) in Q2 2023, closing a stake of 165 shares — an estimated $11K sold.

Tortoise Investment Management first reported a position in IYK in Q3 2022 and held it in 3 quarters. The position peaked at $11.2K in Q4 2022. 244 funds tracked by Wall St. Rank hold IYK as of Q2 2023.

  • Tortoise Investment Management reported no remaining iShares US Consumer Staples ETF position as of Q2 2023 after selling out during the quarter.
  • Tortoise Investment Management sold 165 iShares US Consumer Staples ETF shares in Q2 2023, an estimated $11K.
  • Tortoise Investment Management first reported a position in iShares US Consumer Staples ETF in Q3 2022 and held it in 3 quarters.
  • Tortoise Investment Management's iShares US Consumer Staples ETF position peaked at $11.2K in Q4 2022.
  • 244 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2023.

Based on Tortoise Investment Management's 13F filing for Q2 2023, filed 7 Aug 2023.