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Wellington Shields & Co’s iShares US Consumer Staples ETF IYK Stock Holding History

Wellington Shields & Co’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
-720
Closed -$48.7K – 305
2022
Q4 		$48.7K Buy
+720
New +$47.4K 0.01% 266

Other funds holding IYK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PGIM Custom Harvest
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wellington Shields & Co's IYK Position: Q1 2023 in Review

Wellington Shields & Co sold out of iShares US Consumer Staples ETF (IYK) in Q1 2023, closing a stake of 720 shares — an estimated $48.7K sold.

Wellington Shields & Co first reported a position in IYK in Q4 2022 and held it in 1 quarter. The position peaked at $48.7K in Q4 2022. 242 funds tracked by Wall St. Rank hold IYK as of Q1 2023.

  • Wellington Shields & Co reported no remaining iShares US Consumer Staples ETF position as of Q1 2023 after selling out during the quarter.
  • Wellington Shields & Co sold 720 iShares US Consumer Staples ETF shares in Q1 2023, an estimated $48.7K.
  • Wellington Shields & Co first reported a position in iShares US Consumer Staples ETF in Q4 2022 and held it in 1 quarter.
  • Wellington Shields & Co's iShares US Consumer Staples ETF position peaked at $48.7K in Q4 2022.
  • 242 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2023.

Based on Wellington Shields & Co's 13F filing for Q1 2023, filed 11 May 2023.