Clearstead Advisors’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 | $116K | Sell |
1,649
-482
| -23% | -$34K | ﹤0.01% | 1017 |
|
|
2025
Q1 | $152K | Buy |
2,131
+9
| +0.4% | +$644 | ﹤0.01% | 887 |
|
|
2024
Q4 | $139K | Buy |
2,122
+16
| +0.8% | +$1.05K | ﹤0.01% | 937 |
|
|
2024
Q3 | $149K | Buy |
2,106
+16
| +0.8% | +$1.13K | ﹤0.01% | 932 |
|
|
2024
Q2 | $137K | Buy |
2,090
+13
| +0.6% | +$855 | ﹤0.01% | 925 |
|
|
2024
Q1 | $141K | Buy |
2,077
+7
| +0.3% | +$476 | 0.01% | 527 |
|
|
2023
Q4 | $132K | Sell |
2,070
-1,992
| -49% | -$127K | 0.01% | 524 |
|
|
2023
Q3 | $253K | Buy |
4,062
+2,031
| +100% | +$126K | 0.01% | 520 |
|
|
2023
Q2 | $136K | Buy |
2,031
+9
| +0.4% | +$601 | 0.01% | 505 |
|
|
2023
Q1 | $134K | Buy |
2,022
+9
| +0.4% | +$598 | 0.01% | 455 |
|
|
2022
Q4 | $136K | Buy |
+2,013
| New | +$136K | 0.01% | 438 |
|