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IYK icon

Wealth Management Partners’s iShares US Consumer Staples ETF IYK Stock Holding History

Wealth Management 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
2023
Q1 		– Sell
-3,000
Closed -$209K – 114
2022
Q4 		$209K Buy
+3,000
New +$197K 0.17% 93
2022
Q3 		– Sell
-3,000
Closed -$201K – 95
2022
Q2 		$201K Hold
3,000
– – 0.18% 93
2022
Q1 		$207K Hold
3,000
– – 0.15% 106
2021
Q4 		$206K Buy
+3,000
New +$188K 0.14% 104
2021
Q1 		– Sell
-3,330
Closed -$200K – 127
2020
Q4 		$200K Buy
+3,330
New +$177K 0.16% 114

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PCH
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Bank of America
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Wells Fargo
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return