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IYK icon

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

WFG 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
2016
Q3 		– Sell
-786
Closed -$30K – 1630
2016
Q2 		$30K Hold
786
– – 0.01% 827
2016
Q1 		$29K Buy
786
+765
+3,643% +$27.2K 0.01% 801
2015
Q4 		$1K Buy
+21
New +$758 ﹤0.01% 1465
2014
Q4 		– Sell
-4,284
Closed -$141K – 2163
2014
Q3 		$141K Buy
4,284
+3
+0.1% +$99 0.03% 541
2014
Q2 		$142K Buy
4,281
+3
+0.1% +$97 0.03% 542
2014
Q1 		$136K Buy
4,278
+3
+0.1% +$93 0.03% 536
2013
Q4 		$136K Sell
4,275
-1,332
-24% -$41.5K 0.02% 629
2013
Q3 		$167K Buy
5,607
+1,341
+31% +$40.2K 0.03% 539
2013
Q2 		$123K Buy
+4,266
New +$124K 0.02% 592

Other funds holding IYK

BA
BlackRock Advisors Wilmington, Delaware $92.2B AUM 15.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return