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World Equity Group’s iShares US Consumer Staples ETF IYK Stock Holding History

World Equity Group’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
2022
Q3 		– Sell
-13,428
Closed -$873K – 344
2022
Q2 		$873K Buy
+13,428
New +$903K 0.22% 124

Other funds holding IYK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

World Equity Group's IYK Position: Q3 2022 in Review

World Equity Group sold out of iShares US Consumer Staples ETF (IYK) in Q3 2022, closing a stake of 13,428 shares — an estimated $873K sold.

World Equity Group first reported a position in IYK in Q2 2022 and held it in 1 quarter. The position peaked at $873K in Q2 2022. 227 funds tracked by Wall St. Rank hold IYK as of Q3 2022.

  • World Equity Group reported no remaining iShares US Consumer Staples ETF position as of Q3 2022 after selling out during the quarter.
  • World Equity Group sold 13,428 iShares US Consumer Staples ETF shares in Q3 2022, an estimated $873K.
  • World Equity Group first reported a position in iShares US Consumer Staples ETF in Q2 2022 and held it in 1 quarter.
  • World Equity Group's iShares US Consumer Staples ETF position peaked at $873K in Q2 2022.
  • 227 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2022.

Based on World Equity Group's 13F filing for Q3 2022, filed 6 Sep 2024.