Atria Wealth Solutions’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 | $350K | Sell |
4,969
-514
| -9% | -$36.2K | 0.01% | 1079 |
|
|
2025
Q1 | $392K | Buy |
5,483
+1
| +0% | +$72 | ﹤0.01% | 1314 |
|
|
2024
Q4 | $360K | Sell |
5,482
-152
| -3% | -$9.97K | ﹤0.01% | 1415 |
|
|
2024
Q3 | $398K | Buy |
5,634
+2
| +0% | +$141 | ﹤0.01% | 1344 |
|
|
2024
Q2 | $370K | Buy |
5,632
+76
| +1% | +$5K | ﹤0.01% | 1369 |
|
|
2024
Q1 | $376K | Sell |
5,556
-4,959
| -47% | -$335K | ﹤0.01% | 1397 |
|
|
2023
Q4 | $672K | Buy |
10,515
+870
| +9% | +$55.6K | 0.01% | 1045 |
|
|
2023
Q3 | $604K | Sell |
9,645
-6,729
| -41% | -$421K | 0.01% | 1039 |
|
|
2023
Q2 | $1.09M | Buy |
16,374
+3,957
| +32% | +$264K | 0.01% | 799 |
|
|
2023
Q1 | $825K | Buy |
12,417
+3,984
| +47% | +$265K | 0.01% | 874 |
|
|
2022
Q4 | $570K | Buy |
8,433
+255
| +3% | +$17.2K | 0.01% | 1005 |
|
|
2022
Q3 | $490K | Buy |
+8,178
| New | +$490K | 0.01% | 1025 |
|
|
2022
Q2 | – | Sell |
-6,177
| Closed | -$413K | – | 1736 |
|
|
2022
Q1 | $413K | Buy |
+6,177
| New | +$413K | 0.01% | 1165 |
|