YorkBridge Wealth Partners’s iShares US Consumer Staples ETF IYK Stock Holding History

YorkBridge Wealth Partners’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
2019 Q3	–	Sell	-900	Closed	-$36K	–	420
2019 Q2	$36K	Hold	900	–	–	0.02%	403
2019 Q1	$36K	Hold	900	–	–	0.02%	392
2018 Q4	$32K	Hold	900	–	–	0.02%	374
2018 Q3	$36K	Hold	900	–	–	0.02%	392
2018 Q2	$35K	Hold	900	–	–	0.02%	404
2018 Q1	$36K	Hold	900	–	–	0.02%	406
2017 Q4	$36K	Hold	900	–	–	0.02%	407
2017 Q3	$36K	Hold	900	–	–	0.02%	418
2017 Q2	$37K	Hold	900	–	–	0.02%	408
2017 Q1	$35K	Hold	900	–	–	0.02%	415
2016 Q4	$33K	Buy	+900	New	+$33.3K	0.02%	410

Other funds holding IYK

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

Bank of America

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return