Beacon Financial Advisory’s iShares US Consumer Staples ETF IYK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $307K | Buy |
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|
2025
Q2 | $316K | Sell |
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|
2025
Q1 | $401K | Buy |
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|
2024
Q4 | $345K | Buy |
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|
2024
Q3 | $370K | Buy |
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|
2024
Q2 | $343K | Buy |
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|
2024
Q1 | $351K | Sell |
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|
2023
Q4 | $489K | Buy |
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|
2023
Q3 | $469K | Buy |
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|
2023
Q2 | $470K | Buy |
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|
2023
Q1 | $465K | Buy |
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|
2022
Q4 | $368K | Sell |
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|
2022
Q3 | $334K | Buy |
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|
2022
Q2 | $361K | Buy |
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|
2022
Q1 | $370K | Buy |
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|
2021
Q4 | $322K | Buy |
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|
2021
Q3 | $288K | Buy |
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|
2021
Q2 | $294K | Buy |
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|
2021
Q1 | $283K | Buy |
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|
2020
Q4 | $276K | Buy |
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|
2020
Q3 | $223K | Buy |
|