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

VitalStone Financial’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
2024 Q3	–	Sell	-2,176	Closed	-$143K	–	518
2024 Q2	$143K	Buy	+2,176	New	+$145K	0.1%	122
2023 Q4	–	Sell	-12	Closed	-$747	–	533
2023 Q3	$1K	Sell	12 -156	-93%	-$10.3K	﹤0.01%	423
2023 Q2	$11K	Buy	+168	New	+$11.3K	0.01%	619
2023 Q1	–	Sell	-46,068	Closed	-$3.09M	–	435
2022 Q4	$3.09M	Buy	+46,068	New	+$3.03M	2.11%	4

Other funds holding IYK

PCH

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

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

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

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

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

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

VitalStone Financial's IYK Position: Q3 2024 in Review

VitalStone Financial sold out of iShares US Consumer Staples ETF (IYK) in Q3 2024, closing a stake of 2,176 shares — an estimated $143K sold.

VitalStone Financial first reported a position in IYK in Q4 2022 and held it in 4 quarters. The position peaked at $3.09M in Q4 2022. 233 funds tracked by Wall St. Rank hold IYK as of Q3 2024.

VitalStone Financial reported no remaining iShares US Consumer Staples ETF position as of Q3 2024 after selling out during the quarter.
VitalStone Financial sold 2,176 iShares US Consumer Staples ETF shares in Q3 2024, an estimated $143K.
VitalStone Financial first reported a position in iShares US Consumer Staples ETF in Q4 2022 and held it in 4 quarters.
VitalStone Financial's iShares US Consumer Staples ETF position peaked at $3.09M in Q4 2022.
233 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.