WNY Asset Management’s iShares US Consumer Staples ETF IYK Stock Holding History

WNY Asset 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
2021 Q1	–	Sell	-10,737	Closed	-$621K	–	140
2020 Q4	$621K	Buy	+10,737	New	+$570K	0.31%	44

Other funds holding IYK

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

WNY Asset Management's IYK Position: Q1 2021 in Review

WNY Asset Management sold out of iShares US Consumer Staples ETF (IYK) in Q1 2021, closing a stake of 10,737 shares — an estimated $621K sold.

WNY Asset Management first reported a position in IYK in Q4 2020 and held it in 1 quarter. The position peaked at $621K in Q4 2020. 152 funds tracked by Wall St. Rank hold IYK as of Q1 2021.

WNY Asset Management reported no remaining iShares US Consumer Staples ETF position as of Q1 2021 after selling out during the quarter.
WNY Asset Management sold 10,737 iShares US Consumer Staples ETF shares in Q1 2021, an estimated $621K.
WNY Asset Management first reported a position in iShares US Consumer Staples ETF in Q4 2020 and held it in 1 quarter.
WNY Asset Management's iShares US Consumer Staples ETF position peaked at $621K in Q4 2020.
152 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2021.

Based on WNY Asset Management's 13F filing for Q1 2021, filed 20 Apr 2021.