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

Worth 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
2022
Q2 		– Sell
-861
Closed -$59K – 555
2022
Q1 		$59K Buy
+861
New +$57.4K 0.04% 190

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
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Worth Asset Management's IYK Position: Q2 2022 in Review

Worth Asset Management sold out of iShares US Consumer Staples ETF (IYK) in Q2 2022, closing a stake of 861 shares — an estimated $59K sold.

Worth Asset Management first reported a position in IYK in Q1 2022 and held it in 1 quarter. The position peaked at $59K in Q1 2022. 211 funds tracked by Wall St. Rank hold IYK as of Q2 2022.

  • Worth Asset Management reported no remaining iShares US Consumer Staples ETF position as of Q2 2022 after selling out during the quarter.
  • Worth Asset Management sold 861 iShares US Consumer Staples ETF shares in Q2 2022, an estimated $59K.
  • Worth Asset Management first reported a position in iShares US Consumer Staples ETF in Q1 2022 and held it in 1 quarter.
  • Worth Asset Management's iShares US Consumer Staples ETF position peaked at $59K in Q1 2022.
  • 211 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2022.

Based on Worth Asset Management's 13F filing for Q2 2022, filed 8 Jul 2022.