Woodley Farra Manion Portfolio Management’s iShares US Consumer Staples ETF IYK Stock Holding History

Woodley Farra Manion Portfolio 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
2020 Q3	–	Sell	-57	Closed	-$2K	–	250
2020 Q2	$2K	Hold	57	–	–	﹤0.01%	367
2020 Q1	$2K	Buy	57 +12	+27%	+$509	﹤0.01%	365
2019 Q4	$2K	Buy	+45	New	+$1.92K	﹤0.01%	367

Other funds holding IYK

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

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Woodley Farra Manion Portfolio Management's IYK Position: Q3 2020 in Review

Woodley Farra Manion Portfolio Management sold out of iShares US Consumer Staples ETF (IYK) in Q3 2020, closing a stake of 57 shares — an estimated $2K sold.

Woodley Farra Manion Portfolio Management first reported a position in IYK in Q4 2019 and held it in 3 quarters. The position peaked at $2K in Q2 2020. 129 funds tracked by Wall St. Rank hold IYK as of Q3 2020.

Woodley Farra Manion Portfolio Management reported no remaining iShares US Consumer Staples ETF position as of Q3 2020 after selling out during the quarter.
Woodley Farra Manion Portfolio Management sold 57 iShares US Consumer Staples ETF shares in Q3 2020, an estimated $2K.
Woodley Farra Manion Portfolio Management first reported a position in iShares US Consumer Staples ETF in Q4 2019 and held it in 3 quarters.
Woodley Farra Manion Portfolio Management's iShares US Consumer Staples ETF position peaked at $2K in Q2 2020.
129 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2020.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q3 2020, filed 5 Nov 2020.