49 Wealth Management’s iShares US Consumer Staples ETF IYK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,839
| Closed | -$275K | – | 185 |
|
|
2025
Q1 | $275K | Sell |
3,839
-3,333
| -46% | -$239K | 0.03% | 146 |
|
|
2024
Q4 | $470K | Sell |
7,172
-2,909
| -29% | -$191K | 0.07% | 88 |
|
|
2024
Q3 | $711K | Sell |
10,081
-2,722
| -21% | -$192K | 0.12% | 66 |
|
|
2024
Q2 | $836K | Sell |
12,803
-109,288
| -90% | -$7.13M | 0.16% | 61 |
|
|
2024
Q1 | $8.2M | Buy |
122,091
+14,457
| +13% | +$971K | 1.76% | 17 |
|
|
2023
Q4 | $6.88M | Buy |
+107,634
| New | +$6.88M | 1.77% | 18 |
|