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

Western Pacific Wealth Management’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
Q4 		– Sell
-1,650
Closed -$116K – 240
2024
Q3 		$116K Buy
+1,650
New +$114K 0.08% 97

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Western Pacific Wealth Management's IYK Position: Q4 2024 in Review

Western Pacific Wealth Management sold out of iShares US Consumer Staples ETF (IYK) in Q4 2024, closing a stake of 1,650 shares — an estimated $116K sold.

Western Pacific Wealth Management first reported a position in IYK in Q3 2024 and held it in 1 quarter. The position peaked at $116K in Q3 2024. 249 funds tracked by Wall St. Rank hold IYK as of Q4 2024.

  • Western Pacific Wealth Management reported no remaining iShares US Consumer Staples ETF position as of Q4 2024 after selling out during the quarter.
  • Western Pacific Wealth Management sold 1,650 iShares US Consumer Staples ETF shares in Q4 2024, an estimated $116K.
  • Western Pacific Wealth Management first reported a position in iShares US Consumer Staples ETF in Q3 2024 and held it in 1 quarter.
  • Western Pacific Wealth Management's iShares US Consumer Staples ETF position peaked at $116K in Q3 2024.
  • 249 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q4 2024.

Based on Western Pacific Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.