Capital Analysts LLC’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 | $14K | Hold |
198
| – | – | ﹤0.01% | 1089 |
|
|
2025
Q1 | $14K | Sell |
198
-453
| -70% | -$32K | ﹤0.01% | 1062 |
|
|
2024
Q4 | $43K | Buy |
651
+453
| +229% | +$29.9K | ﹤0.01% | 781 |
|
|
2024
Q3 | $14K | Hold |
198
| – | – | ﹤0.01% | 963 |
|
|
2024
Q2 | $13K | Hold |
198
| – | – | ﹤0.01% | 924 |
|
|
2024
Q1 | $13K | Sell |
198
-1,059
| -84% | -$69.5K | ﹤0.01% | 892 |
|
|
2023
Q4 | $80K | Buy |
1,257
+1,059
| +535% | +$67.4K | ﹤0.01% | 570 |
|
|
2023
Q3 | $12K | Hold |
198
| – | – | ﹤0.01% | 857 |
|
|
2023
Q2 | $13K | Hold |
198
| – | – | ﹤0.01% | 787 |
|
|
2023
Q1 | $13K | Hold |
198
| – | – | ﹤0.01% | 783 |
|
|
2022
Q4 | $13K | Hold |
198
| – | – | ﹤0.01% | 821 |
|
|
2022
Q3 | $12K | Hold |
198
| – | – | ﹤0.01% | 777 |
|
|
2022
Q2 | $13K | Hold |
198
| – | – | ﹤0.01% | 762 |
|
|
2022
Q1 | $13K | Hold |
198
| – | – | ﹤0.01% | 720 |
|
|
2021
Q4 | $13K | Hold |
198
| – | – | ﹤0.01% | 777 |
|
|
2021
Q3 | $12K | Hold |
198
| – | – | ﹤0.01% | 768 |
|
|
2021
Q2 | $12K | Hold |
198
| – | – | ﹤0.01% | 721 |
|
|
2021
Q1 | $12K | Hold |
198
| – | – | ﹤0.01% | 768 |
|
|
2020
Q4 | $11K | Hold |
198
| – | – | ﹤0.01% | 562 |
|
|
2020
Q3 | $10K | Hold |
198
| – | – | ﹤0.01% | 584 |
|
|
2020
Q2 | $8K | Hold |
198
| – | – | ﹤0.01% | 570 |
|
|
2020
Q1 | $7K | Hold |
198
| – | – | ﹤0.01% | 551 |
|
|
2019
Q4 | $9K | Hold |
198
| – | – | ﹤0.01% | 557 |
|
|
2019
Q3 | $8K | Hold |
198
| – | – | ﹤0.01% | 562 |
|
|
2019
Q2 | $8K | Hold |
198
| – | – | ﹤0.01% | 549 |
|
|
2019
Q1 | $7K | Buy |
+198
| New | +$7K | ﹤0.01% | 543 |
|