Comprehensive Wealth Management’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 | $815K | Sell |
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|
2025
Q1 | $847K | Buy |
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|
2024
Q4 | $663K | Buy |
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|
2024
Q3 | $623K | Buy |
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|
2024
Q2 | $558K | Buy |
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|
2024
Q1 | $562K | Buy |
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|
2023
Q4 | $470K | Sell |
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|
2023
Q3 | $468K | Buy |
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|
2023
Q2 | $483K | Buy |
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|
2023
Q1 | $452K | Buy |
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|
2022
Q4 | $409K | Buy |
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|
2022
Q3 | $348K | Buy |
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|
2022
Q2 | $366K | Buy |
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|
2022
Q1 | $279K | Buy |
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