WealthOne’s iShares US Consumer Staples ETF IYK Stock Holding History

WealthOne’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
2019 Q1	–	Sell	-375	Closed	-$13K	–	317
2018 Q4	$13K	Buy	+375	New	+$14.3K	0.01%	343

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WealthOne's IYK Position: Q1 2019 in Review

WealthOne sold out of iShares US Consumer Staples ETF (IYK) in Q1 2019, closing a stake of 375 shares — an estimated $13K sold.

WealthOne first reported a position in IYK in Q4 2018 and held it in 1 quarter. The position peaked at $13K in Q4 2018. 102 funds tracked by Wall St. Rank hold IYK as of Q1 2019.

WealthOne reported no remaining iShares US Consumer Staples ETF position as of Q1 2019 after selling out during the quarter.
WealthOne sold 375 iShares US Consumer Staples ETF shares in Q1 2019, an estimated $13K.
WealthOne first reported a position in iShares US Consumer Staples ETF in Q4 2018 and held it in 1 quarter.
WealthOne's iShares US Consumer Staples ETF position peaked at $13K in Q4 2018.
102 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.