Calton & Associates’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
Q2 | $475K | Sell |
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|
2025
Q1 | $490K | Buy |
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|
2024
Q4 | $314K | Sell |
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|
2024
Q3 | $582K | Buy |
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|
2024
Q2 | $538K | Sell |
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|
2024
Q1 | $640K | Sell |
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|
2023
Q4 | $697K | Buy |
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|
2023
Q3 | $508K | Sell |
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|
2023
Q2 | $1.34M | Sell |
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|
2023
Q1 | $2.14M | Sell |
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|
2022
Q4 | $2.23M | Buy |
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|
2022
Q3 | $1.4M | Buy |
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|
2022
Q2 | $699K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $568K | Sell |
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|
2020
Q4 | $977K | Buy |
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|
2020
Q3 | $269K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $311K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $27K | Buy |
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