Concord Wealth Partners’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
Q4 | $9.64K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $584K | Sell |
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|
2023
Q1 | $588K | Hold |
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|
2022
Q4 | $598K | Sell |
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|
2022
Q3 | $582K | Hold |
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|
2022
Q2 | $631K | Hold |
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|
2022
Q1 | $649K | Sell |
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|
2021
Q4 | $711K | Buy |
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|
2021
Q3 | $54K | Sell |
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|
2021
Q2 | $648K | Sell |
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|
2021
Q1 | $704K | Sell |
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|
2020
Q4 | $1.81M | Buy |
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