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Venture Visionary Partners’s iShares US Consumer Staples ETF IYK Stock Holding History

Venture Visionary Partners’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
2022
Q3 		– Sell
-1,200
Closed -$78K – 1012
2022
Q2 		$78K Buy
+1,200
New +$80.7K 0.01% 674

Other funds holding IYK

Bank of America
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Venture Visionary Partners's IYK Position: Q3 2022 in Review

Venture Visionary Partners sold out of iShares US Consumer Staples ETF (IYK) in Q3 2022, closing a stake of 1,200 shares — an estimated $78K sold.

Venture Visionary Partners first reported a position in IYK in Q2 2022 and held it in 1 quarter. The position peaked at $78K in Q2 2022. 227 funds tracked by Wall St. Rank hold IYK as of Q3 2022.

  • Venture Visionary Partners reported no remaining iShares US Consumer Staples ETF position as of Q3 2022 after selling out during the quarter.
  • Venture Visionary Partners sold 1,200 iShares US Consumer Staples ETF shares in Q3 2022, an estimated $78K.
  • Venture Visionary Partners first reported a position in iShares US Consumer Staples ETF in Q2 2022 and held it in 1 quarter.
  • Venture Visionary Partners's iShares US Consumer Staples ETF position peaked at $78K in Q2 2022.
  • 227 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2022.

Based on Venture Visionary Partners's 13F filing for Q3 2022, filed 14 Nov 2022.