Avior 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
Q1 | – | Sell |
-226
| Closed | -$8.37K | – | 1553 |
|
|
2024
Q4 | $8.37K | Buy |
226
+1
| +0.4% | +$37 | ﹤0.01% | 1679 |
|
|
2024
Q3 | $8.97K | Hold |
225
| – | – | ﹤0.01% | 1597 |
|
|
2024
Q2 | $8.37K | Sell |
225
-743
| -77% | -$27.6K | ﹤0.01% | 1566 |
|
|
2024
Q1 | $58.8K | Buy |
968
+539
| +126% | +$32.8K | ﹤0.01% | 1176 |
|
|
2023
Q4 | $8.35K | Sell |
429
-672
| -61% | -$13.1K | ﹤0.01% | 1020 |
|
|
2023
Q3 | $50K | Sell |
1,101
-3,621
| -77% | -$165K | ﹤0.01% | 758 |
|
|
2023
Q2 | $296K | Sell |
4,722
-1,839
| -28% | -$115K | 0.02% | 450 |
|
|
2023
Q1 | $416K | Buy |
6,561
+5,409
| +470% | +$343K | 0.03% | 397 |
|
|
2022
Q4 | $57.8K | Buy |
1,152
+33
| +3% | +$1.66K | ﹤0.01% | 603 |
|
|
2022
Q3 | $49K | Buy |
1,119
+819
| +273% | +$35.9K | ﹤0.01% | 607 |
|
|
2022
Q2 | $0 | Buy |
+300
| New | – | ﹤0.01% | 1153 |
|