Atria Investments’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 | $893K | Buy |
12,665
+9,836
| +348% | +$693K | 0.01% | 1094 |
|
|
2025
Q1 | $202K | Buy |
+2,829
| New | +$202K | ﹤0.01% | 1819 |
|
|
2023
Q3 | – | Sell |
-24,441
| Closed | -$1.63M | – | 867 |
|
|
2023
Q2 | $1.63M | Buy |
24,441
+939
| +4% | +$62.7K | 0.03% | 628 |
|
|
2023
Q1 | $1.56M | Buy |
23,502
+2,265
| +11% | +$150K | 0.03% | 632 |
|
|
2022
Q4 | $1.44M | Sell |
21,237
-1,791
| -8% | -$121K | 0.03% | 626 |
|
|
2022
Q3 | $1.38M | Buy |
23,028
+5,715
| +33% | +$342K | 0.03% | 607 |
|
|
2022
Q2 | $1.13M | Sell |
17,313
-1,125
| -6% | -$73.1K | 0.02% | 704 |
|
|
2022
Q1 | $1.23M | Buy |
+18,438
| New | +$1.23M | 0.02% | 760 |
|
|
2020
Q4 | – | Sell |
-40,110
| Closed | -$2M | – | 684 |
|
|
2020
Q3 | $2M | Buy |
+40,110
| New | +$2M | 0.06% | 342 |
|
|
2017
Q3 | – | Sell |
-39,567
| Closed | -$1.61M | – | 811 |
|
|
2017
Q2 | $1.61M | Buy |
+39,567
| New | +$1.61M | 0.1% | 218 |
|
|
2016
Q2 | – | Sell |
-65,127
| Closed | -$2.44M | – | 489 |
|
|
2016
Q1 | $2.44M | Sell |
65,127
-6,675
| -9% | -$250K | 0.28% | 53 |
|
|
2015
Q4 | $2.47M | Sell |
71,802
-255
| -0.4% | -$8.76K | 0.27% | 57 |
|
|
2015
Q3 | $2.46M | Buy |
+72,057
| New | +$2.46M | 0.34% | 51 |
|