Allworth Financial’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 | $102K | Sell |
1,449
-959
| -40% | -$67.6K | ﹤0.01% | 1535 |
|
|
2025
Q1 | $169K | Buy |
2,408
+105
| +5% | +$7.38K | ﹤0.01% | 997 |
|
|
2024
Q4 | $149K | Buy |
2,303
+2,057
| +836% | +$133K | ﹤0.01% | 1066 |
|
|
2024
Q3 | $17.4K | Hold |
246
| – | – | ﹤0.01% | 2001 |
|
|
2024
Q2 | $16.5K | Hold |
246
| – | – | ﹤0.01% | 1995 |
|
|
2024
Q1 | $16.6K | Hold |
246
| – | – | ﹤0.01% | 1876 |
|
|
2023
Q4 | $15.7K | Sell |
246
-753
| -75% | -$48.1K | ﹤0.01% | 1774 |
|
|
2023
Q3 | $62.1K | Hold |
999
| – | – | ﹤0.01% | 1045 |
|
|
2023
Q2 | $66.7K | Sell |
999
-1,095
| -52% | -$73.1K | ﹤0.01% | 1035 |
|
|
2023
Q1 | $139K | Buy |
2,094
+1,341
| +178% | +$89K | ﹤0.01% | 748 |
|
|
2022
Q4 | $50.9K | Buy |
+753
| New | +$50.9K | ﹤0.01% | 1005 |
|
|
2016
Q2 | – | Sell |
-483
| Closed | -$18K | – | 657 |
|
|
2016
Q1 | $18K | Hold |
483
| – | – | ﹤0.01% | 320 |
|
|
2015
Q4 | $17K | Hold |
483
| – | – | ﹤0.01% | 322 |
|
|
2015
Q3 | $17K | Hold |
483
| – | – | 0.01% | 327 |
|
|
2015
Q2 | $17K | Hold |
483
| – | – | 0.01% | 322 |
|
|
2015
Q1 | $17K | Buy |
+483
| New | +$17K | 0.01% | 327 |
|