Caldwell Sutter Capital’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 | $11.6K | Hold |
165
| – | – | 0.01% | 516 |
|
|
2025
Q1 | $11.8K | Sell |
165
-237
| -59% | -$17K | 0.01% | 520 |
|
|
2024
Q4 | $26.4K | Hold |
402
| – | – | 0.01% | 440 |
|
|
2024
Q3 | $28.4K | Hold |
402
| – | – | 0.01% | 434 |
|
|
2024
Q2 | $26.4K | Hold |
402
| – | – | 0.01% | 439 |
|
|
2024
Q1 | $27.2K | Sell |
402
-417
| -51% | -$28.2K | 0.01% | 431 |
|
|
2023
Q4 | $52.3K | Hold |
819
| – | – | 0.03% | 327 |
|
|
2023
Q3 | $50.9K | Hold |
819
| – | – | 0.03% | 318 |
|
|
2023
Q2 | $54.7K | Buy |
+819
| New | +$54.7K | 0.03% | 314 |
|