Ameritas Advisory Services’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 | $564K | Buy |
8,003
+10
| +0.1% | +$705 | 0.03% | 475 |
|
|
2025
Q1 | $570K | Sell |
7,993
-566
| -7% | -$40.4K | 0.02% | 541 |
|
|
2024
Q4 | $561K | Buy |
8,559
+1,067
| +14% | +$70K | 0.02% | 563 |
|
|
2024
Q3 | $529K | Buy |
7,492
+401
| +6% | +$28.3K | 0.02% | 531 |
|
|
2024
Q2 | $466K | Buy |
+7,091
| New | +$466K | 0.02% | 598 |
|
|
2024
Q1 | – | Sell |
-10,668
| Closed | -$682K | – | 895 |
|
|
2023
Q4 | $682K | Sell |
10,668
-11,394
| -52% | -$728K | 0.04% | 361 |
|
|
2023
Q3 | $1.37M | Buy |
+22,062
| New | +$1.37M | 0.07% | 268 |
|
|
2023
Q2 | – | Sell |
-44,067
| Closed | -$3M | – | 1577 |
|
|
2023
Q1 | $3M | Sell |
44,067
-13,275
| -23% | -$905K | 0.15% | 135 |
|
|
2022
Q4 | $3.88M | Sell |
57,342
-2,604
| -4% | -$176K | 0.18% | 116 |
|
|
2022
Q3 | $3.59M | Buy |
59,946
+3,489
| +6% | +$209K | 0.21% | 100 |
|
|
2022
Q2 | $3.67M | Buy |
56,457
+50,883
| +913% | +$3.31M | 0.21% | 104 |
|
|
2022
Q1 | $372K | Buy |
5,574
+1,959
| +54% | +$131K | 0.01% | 587 |
|
|
2021
Q4 | $241K | Buy |
+3,615
| New | +$241K | 0.01% | 715 |
|