CAPTRUST Financial Advisors’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 | $13.1M | Buy |
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|
2025
Q1 | $642K | Buy |
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|
2024
Q4 | $587K | Buy |
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|
2024
Q3 | $631K | Sell |
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|
2024
Q2 | $597K | Sell |
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|
2024
Q1 | $617K | Sell |
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|
2023
Q4 | $594K | Sell |
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|
2023
Q3 | $591K | Buy |
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|
2023
Q2 | $623K | Buy |
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|
2023
Q1 | $608K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $34K | Buy |
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|
2022
Q1 | $10K | Sell |
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|
2021
Q4 | $310K | Buy |
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|
2021
Q3 | $189K | Hold |
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|
2021
Q2 | $193K | Buy |
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|
2021
Q1 | $88K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $26K | Hold |
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|
2016
Q2 | $26K | Hold |
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|
2016
Q1 | $25K | Hold |
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|
2015
Q4 | $24K | Buy |
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