Capitol Family Office’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 | $20.9K | Hold |
297
| – | – | 0.03% | 39 |
|
2025
Q1 | $21.3K | Buy |
+297
| New | +$21.3K | 0.03% | 39 |
|
2023
Q3 | – | Sell |
-5,247
| Closed | -$350K | – | 17 |
|
2023
Q2 | $350K | Sell |
5,247
-37,968
| -88% | -$2.54M | 0.8% | 10 |
|
2023
Q1 | $2.87M | Buy |
43,215
+468
| +1% | +$31.1K | 5.66% | 5 |
|
2022
Q4 | $2.89M | Buy |
+42,747
| New | +$2.89M | 5.85% | 7 |
|