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

Valeo 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
2021 Q2	–	Sell	-765	Closed	-$45K	–	1174
2021 Q1	$45K	Hold	765	–	–	﹤0.01%	911
2020 Q4	$44K	Buy	765 +3	+0.4%	+$159	﹤0.01%	820
2020 Q3	$38K	Hold	762	–	–	﹤0.01%	738
2020 Q2	$32K	Sell	762 -2,697	-78%	-$109K	﹤0.01%	889
2020 Q1	$133K	Buy	3,459 +414	+14%	+$17.5K	0.01%	362
2019 Q4	$135K	Hold	3,045	–	–	0.01%	399
2019 Q3	$128K	Hold	3,045	–	–	0.01%	372
2019 Q2	$123K	Hold	3,045	–	–	0.01%	389
2019 Q1	$121K	Hold	3,045	–	–	0.01%	373
2018 Q4	$108K	Buy	3,045 +1,026	+51%	+$39.2K	0.02%	360
2018 Q3	$79K	Hold	2,019	–	–	0.01%	454
2018 Q2	$81K	Buy	2,019 +1,857	+1,146%	+$72.2K	0.01%	444
2018 Q1	$6K	Buy	+162	New	+$6.7K	﹤0.01%	1076

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Valeo Financial Advisors's IYK Position: Q2 2021 in Review

Valeo Financial Advisors sold out of iShares US Consumer Staples ETF (IYK) in Q2 2021, closing a stake of 765 shares — an estimated $45K sold.

Valeo Financial Advisors first reported a position in IYK in Q1 2018 and held it in 13 quarters. The position peaked at $135K in Q4 2019. 142 funds tracked by Wall St. Rank hold IYK as of Q2 2021.

Valeo Financial Advisors reported no remaining iShares US Consumer Staples ETF position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 765 iShares US Consumer Staples ETF shares in Q2 2021, an estimated $45K.
Valeo Financial Advisors first reported a position in iShares US Consumer Staples ETF in Q1 2018 and held it in 13 quarters.
Valeo Financial Advisors's iShares US Consumer Staples ETF position peaked at $135K in Q4 2019.
142 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.