B. Riley Wealth Advisors’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 | $1.84M | Buy |
+26,166
| New | +$1.84M | 0.09% | 217 |
|
|
2024
Q4 | $1.31M | Sell |
19,956
-15
| -0.1% | -$984 | 0.04% | 372 |
|
|
2024
Q3 | $1.38M | Buy |
19,971
+4,187
| +27% | +$290K | 0.04% | 411 |
|
|
2024
Q2 | $1.04M | Buy |
15,784
+6,493
| +70% | +$427K | 0.03% | 525 |
|
|
2024
Q1 | $1.75M | Sell |
9,291
-5,436
| -37% | -$1.02M | 0.05% | 390 |
|
|
2023
Q4 | $941K | Sell |
14,727
-13,146
| -47% | -$840K | 0.03% | 550 |
|
|
2023
Q3 | $1.75M | Buy |
27,873
+447
| +2% | +$28.1K | 0.05% | 390 |
|
|
2023
Q2 | $1.83M | Buy |
27,426
+6,651
| +32% | +$444K | 0.04% | 391 |
|
|
2023
Q1 | $1.38M | Sell |
20,775
-1,326
| -6% | -$88.1K | 0.04% | 450 |
|
|
2022
Q4 | $1.49M | Buy |
+22,101
| New | +$1.49M | 0.04% | 415 |
|
|
2015
Q1 | – | Sell |
-147
| Closed | -$5 | – | 1283 |
|
|
2014
Q4 | $5 | Buy |
+147
| New | +$5 | ﹤0.01% | 3146 |
|
|
2014
Q3 | – | Sell |
-903
| Closed | -$29.9K | – | 1282 |
|
|
2014
Q2 | $29.9K | Buy |
+903
| New | +$29.9K | 0.01% | 1271 |
|