Arkadios Wealth Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Buy |
+4,151
| New | +$293K | 0.01% | 1044 |
|
|
2024
Q3 | – | Sell |
-3,843
| Closed | -$253K | – | 942 |
|
|
2024
Q2 | $253K | Sell |
3,843
-967
| -20% | -$63.6K | 0.02% | 689 |
|
|
2024
Q1 | $325K | Sell |
4,810
-566
| -11% | -$38.3K | 0.03% | 514 |
|
|
2023
Q4 | $344K | Sell |
5,376
-561
| -9% | -$35.8K | 0.03% | 476 |
|
|
2023
Q3 | $369K | Sell |
5,937
-330
| -5% | -$20.5K | 0.04% | 422 |
|
|
2023
Q2 | $418K | Buy |
6,267
+459
| +8% | +$30.6K | 0.05% | 353 |
|
|
2023
Q1 | $386K | Sell |
5,808
-99
| -2% | -$6.58K | 0.05% | 367 |
|
|
2022
Q4 | $399K | Buy |
5,907
+378
| +7% | +$25.6K | 0.05% | 334 |
|
|
2022
Q3 | $331K | Buy |
5,529
+1,089
| +25% | +$65.2K | 0.05% | 350 |
|
|
2022
Q2 | $288K | Buy |
4,440
+708
| +19% | +$45.9K | 0.04% | 406 |
|
|
2022
Q1 | $249K | Buy |
+3,732
| New | +$249K | 0.03% | 467 |
|