Avantax 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 | $1.89M | Buy |
26,761
+1,368
| +5% | +$96.4K | 0.01% | 830 |
|
|
2025
Q1 | $1.82M | Buy |
25,393
+2,295
| +10% | +$164K | 0.01% | 785 |
|
|
2024
Q4 | $1.51M | Buy |
23,098
+274
| +1% | +$18K | 0.01% | 855 |
|
|
2024
Q3 | $1.61M | Sell |
22,824
-425
| -2% | -$30K | 0.01% | 795 |
|
|
2024
Q2 | $1.53M | Sell |
23,249
-301
| -1% | -$19.8K | 0.01% | 770 |
|
|
2024
Q1 | $1.59M | Sell |
23,550
-26,019
| -52% | -$1.76M | 0.01% | 605 |
|
|
2023
Q4 | $3.17M | Sell |
49,569
-4,416
| -8% | -$282K | 0.03% | 388 |
|
|
2023
Q3 | $3.36M | Sell |
53,985
-16,680
| -24% | -$1.04M | 0.04% | 334 |
|
|
2023
Q2 | $4.72M | Buy |
70,665
+4,755
| +7% | +$317K | 0.05% | 267 |
|
|
2023
Q1 | $4.38M | Buy |
65,910
+4,341
| +7% | +$288K | 0.05% | 270 |
|
|
2022
Q4 | $4.16M | Buy |
61,569
+29,196
| +90% | +$1.97M | 0.06% | 262 |
|
|
2022
Q3 | $1.94M | Buy |
32,373
+1,923
| +6% | +$115K | 0.03% | 381 |
|
|
2022
Q2 | $1.98M | Buy |
+30,450
| New | +$1.98M | 0.03% | 382 |
|
|
2020
Q4 | – | Sell |
-7,371
| Closed | -$367K | – | 1147 |
|
|
2020
Q3 | $367K | Buy |
+7,371
| New | +$367K | 0.01% | 932 |
|