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

WJ 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
2023
Q1 		– Sell
-127,740
Closed -$8.63M – 59
2022
Q4 		$8.63M Buy
127,740
+13,941
+12% +$918K 5.01% 12
2022
Q3 		$6.81M Buy
113,799
+38,214
+51% +$2.51M 4.27% 10
2022
Q2 		$4.92M Buy
+75,585
New +$5.08M 3.5% 12

Other funds holding IYK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
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

WJ Wealth Management's IYK Position: Q1 2023 in Review

WJ Wealth Management sold out of iShares US Consumer Staples ETF (IYK) in Q1 2023, closing a stake of 127,740 shares — an estimated $8.63M sold.

WJ Wealth Management first reported a position in IYK in Q2 2022 and held it in 3 quarters. The position peaked at $8.63M in Q4 2022. 242 funds tracked by Wall St. Rank hold IYK as of Q1 2023.

  • WJ Wealth Management reported no remaining iShares US Consumer Staples ETF position as of Q1 2023 after selling out during the quarter.
  • WJ Wealth Management sold 127,740 iShares US Consumer Staples ETF shares in Q1 2023, an estimated $8.63M.
  • WJ Wealth Management first reported a position in iShares US Consumer Staples ETF in Q2 2022 and held it in 3 quarters.
  • WJ Wealth Management's iShares US Consumer Staples ETF position peaked at $8.63M in Q4 2022.
  • 242 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2023.

Based on WJ Wealth Management's 13F filing for Q1 2023, filed 12 Apr 2023.