Cerity Partners’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 | $463K | Sell |
6,576
-39
| -0.6% | -$2.75K | ﹤0.01% | 1906 |
|
|
2025
Q1 | $473K | Sell |
6,615
-570
| -8% | -$40.8K | ﹤0.01% | 1777 |
|
|
2024
Q4 | $471K | Buy |
7,185
+468
| +7% | +$30.7K | ﹤0.01% | 1797 |
|
|
2024
Q3 | $474K | Buy |
6,717
+3,101
| +86% | +$219K | ﹤0.01% | 1801 |
|
|
2024
Q2 | $238K | Sell |
3,616
-706
| -16% | -$46.4K | ﹤0.01% | 1934 |
|
|
2024
Q1 | $292K | Sell |
4,322
-181
| -4% | -$12.2K | ﹤0.01% | 1881 |
|
|
2023
Q4 | $288K | Buy |
+4,503
| New | +$288K | ﹤0.01% | 1537 |
|
|
2023
Q3 | – | Sell |
-16,053
| Closed | -$1.07M | – | 1552 |
|
|
2023
Q2 | $1.07M | Buy |
16,053
+1,062
| +7% | +$70.9K | ﹤0.01% | 902 |
|
|
2023
Q1 | $995K | Buy |
14,991
+5,355
| +56% | +$356K | ﹤0.01% | 974 |
|
|
2022
Q4 | $651K | Sell |
9,636
-72
| -0.7% | -$4.87K | ﹤0.01% | 829 |
|
|
2022
Q3 | $582K | Buy |
+9,708
| New | +$582K | 0.01% | 656 |
|