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

Wyrmwood 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
Q4 		– Sell
-30
Closed -$1.91K – 8
2023
Q3 		$1.91K Buy
+30
New +$1.98K 4.51% 5

Other funds holding IYK

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wyrmwood Management's IYK Position: Q4 2023 in Review

Wyrmwood Management sold out of iShares US Consumer Staples ETF (IYK) in Q4 2023, closing a stake of 30 shares — an estimated $1.91K sold.

Wyrmwood Management first reported a position in IYK in Q3 2023 and held it in 1 quarter. The position peaked at $1.91K in Q3 2023. 241 funds tracked by Wall St. Rank hold IYK as of Q4 2023.

  • Wyrmwood Management reported no remaining iShares US Consumer Staples ETF position as of Q4 2023 after selling out during the quarter.
  • Wyrmwood Management sold 30 iShares US Consumer Staples ETF shares in Q4 2023, an estimated $1.91K.
  • Wyrmwood Management first reported a position in iShares US Consumer Staples ETF in Q3 2023 and held it in 1 quarter.
  • Wyrmwood Management's iShares US Consumer Staples ETF position peaked at $1.91K in Q3 2023.
  • 241 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q4 2023.

Based on Wyrmwood Management's 13F filing for Q4 2023, filed 2 Jan 2024.