BA
Bellwether Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $532K | Sell |
7,545
-564
| -7% | -$39.8K | 0.09% | 83 |
|
|
2025
Q1 | $580K | Sell |
8,109
-200,883
| -96% | -$14.4M | 0.12% | 83 |
|
|
2024
Q4 | $13.7M | Buy |
208,992
+28,389
| +16% | +$1.86M | 2.45% | 7 |
|
|
2024
Q3 | $12.7M | Buy |
180,603
+55,464
| +44% | +$3.91M | 2.45% | 12 |
|
|
2024
Q2 | $8.23M | Sell |
125,139
-60,635
| -33% | -$3.99M | 1.73% | 15 |
|
|
2024
Q1 | $12.6M | Buy |
185,774
+145,596
| +362% | +$9.85M | 2.76% | 7 |
|
|
2023
Q4 | $7.7M | Sell |
40,178
-26,771
| -40% | -$5.13M | 1.89% | 11 |
|
|
2023
Q3 | $12.5M | Buy |
+66,949
| New | +$12.5M | 3.4% | 7 |
|