Angeles 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 |
-342
| Closed | -$24.5K | – | 439 |
|
2025
Q1 | $24.5K | Hold |
342
| – | – | ﹤0.01% | 346 |
|
2024
Q4 | $22.4K | Hold |
342
| – | – | ﹤0.01% | 356 |
|
2024
Q3 | $24.1K | Hold |
342
| – | – | ﹤0.01% | 310 |
|
2024
Q2 | $22.5K | Sell |
342
-219
| -39% | -$14.4K | ﹤0.01% | 276 |
|
2024
Q1 | $37.9K | Hold |
561
| – | – | ﹤0.01% | 257 |
|
2023
Q4 | $35.9K | Buy |
+561
| New | +$35.9K | ﹤0.01% | 231 |
|