WESPAC Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History

WESPAC Advisors’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
2021 Q2	–	Sell	-4,500	Closed	-$265K	–	127
2021 Q1	$265K	Buy	+4,500	New	+$263K	0.2%	131
2014 Q1	–	Sell	-23,685	Closed	-$756K	–	150
2013 Q4	$756K	Buy	23,685 +885	+4%	+$27.5K	0.63%	73
2013 Q3	$679K	Buy	22,800 +8,100	+55%	+$243K	0.79%	50
2013 Q2	$425K	Buy	+14,700	New	+$428K	0.65%	62

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

WESPAC Advisors's IYK Position: Q2 2021 in Review

WESPAC Advisors sold out of iShares US Consumer Staples ETF (IYK) in Q2 2021, closing a stake of 4,500 shares — an estimated $265K sold.

WESPAC Advisors first reported a position in IYK in Q2 2013 and held it in 4 quarters. The position peaked at $756K in Q4 2013. 142 funds tracked by Wall St. Rank hold IYK as of Q2 2021.

WESPAC Advisors reported no remaining iShares US Consumer Staples ETF position as of Q2 2021 after selling out during the quarter.
WESPAC Advisors sold 4,500 iShares US Consumer Staples ETF shares in Q2 2021, an estimated $265K.
WESPAC Advisors first reported a position in iShares US Consumer Staples ETF in Q2 2013 and held it in 4 quarters.
WESPAC Advisors's iShares US Consumer Staples ETF position peaked at $756K in Q4 2013.
142 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2021.

Based on WESPAC Advisors's 13F filing for Q2 2021, filed 3 Aug 2021.