TrustCore Financial Services’s iShares US Consumer Staples ETF IYK Stock Holding History

TrustCore Financial Services’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	-300	Closed	-$13K	–	884
2020 Q2	$13K	Hold	300	–	–	﹤0.01%	586
2020 Q1	$11K	Hold	300	–	–	﹤0.01%	570
2019 Q4	$13K	Hold	300	–	–	﹤0.01%	587
2019 Q3	$13K	Hold	300	–	–	﹤0.01%	593
2019 Q2	$12K	Buy	+300	New	+$12.1K	﹤0.01%	598

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

TrustCore Financial Services's IYK Position: Q3 2020 in Review

TrustCore Financial Services sold out of iShares US Consumer Staples ETF (IYK) in Q3 2020, closing a stake of 300 shares — an estimated $13K sold.

TrustCore Financial Services first reported a position in IYK in Q2 2019 and held it in 5 quarters. The position peaked at $13K in Q2 2020. 129 funds tracked by Wall St. Rank hold IYK as of Q3 2020.

TrustCore Financial Services reported no remaining iShares US Consumer Staples ETF position as of Q3 2020 after selling out during the quarter.
TrustCore Financial Services sold 300 iShares US Consumer Staples ETF shares in Q3 2020, an estimated $13K.
TrustCore Financial Services first reported a position in iShares US Consumer Staples ETF in Q2 2019 and held it in 5 quarters.
TrustCore Financial Services'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 TrustCore Financial Services's 13F filing for Q3 2020, filed 2 Nov 2020.