AWM
Accel Wealth Management’s iShares US Consumer Staples ETF IYK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $808K | Buy |
11,469
+208
| +2% | +$14.7K | 0.27% | 87 |
|
|
2025
Q1 | $806K | Sell |
11,261
-585
| -5% | -$41.9K | 0.29% | 84 |
|
|
2024
Q4 | $777K | Buy |
11,846
+402
| +4% | +$26.4K | 0.29% | 84 |
|
|
2024
Q3 | $808K | Buy |
11,444
+3,002
| +36% | +$212K | 0.3% | 81 |
|
|
2024
Q2 | $555K | Buy |
8,442
+92
| +1% | +$6.05K | 0.22% | 110 |
|
|
2024
Q1 | $565K | Buy |
8,350
+5,498
| +193% | -$13.9K | 0.24% | 101 |
|
|
2023
Q4 | $547K | Sell |
2,852
-148
| -5% | -$28.4K | 0.27% | 91 |
|
|
2023
Q3 | $560K | Buy |
3,000
+733
| +32% | +$137K | 0.31% | 82 |
|
|
2023
Q2 | $454K | Sell |
2,267
-95
| -4% | -$19K | 0.25% | 98 |
|
|
2023
Q1 | $471K | Buy |
2,362
+578
| +32% | +$115K | 0.19% | 125 |
|
|
2022
Q4 | $362K | Buy |
1,784
+1,559
| +693% | +$316K | 0.17% | 108 |
|
|
2022
Q3 | $42K | Hold |
225
| – | – | 0.02% | 406 |
|
|
2022
Q2 | $44K | Hold |
225
| – | – | 0.03% | 378 |
|
|
2022
Q1 | $46K | Hold |
225
| – | – | 0.02% | 391 |
|
|
2021
Q4 | $45K | Hold |
225
| – | – | 0.02% | 396 |
|
|
2021
Q3 | $40K | Hold |
225
| – | – | 0.03% | 361 |
|
|
2021
Q2 | $41K | Buy |
225
+175
| +350% | +$31.9K | 0.03% | 375 |
|
|
2021
Q1 | $9K | Buy |
+50
| New | +$9K | 0.01% | 673 |
|