Colonial Trust 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 | $67.2K | Sell |
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2025
Q1 | $100K | Sell |
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|
2024
Q4 | $94.2K | Sell |
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|
2024
Q3 | $134K | Sell |
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|
2024
Q2 | $175K | Sell |
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|
2024
Q1 | $199K | Buy |
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|
2023
Q4 | $178K | Buy |
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|
2023
Q3 | $159K | Buy |
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|
2023
Q2 | $151K | Hold |
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|
2023
Q1 | $150K | Hold |
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|
2022
Q4 | $153K | Buy |
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