Conservest Capital Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History

Conservest Capital Advisors’s Portfolio IYK Stock Details IYK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.61M	Sell	37,249 -7,278	-16%	-$523K	0.24%	41
2025 Q4	$2.98M	Sell	44,527 -30	-0.1%	-$2.04K	0.27%	33
2025 Q3	$3.05M	Buy	44,557 +213	+0.5%	+$14.9K	0.28%	30
2025 Q2	$3.13M	Buy	44,344 +194	+0.4%	+$13.7K	0.31%	29
2025 Q1	$3.16M	Sell	44,150 -3,838	-8%	-$261K	0.33%	29
2024 Q4	$3.15M	Sell	47,988 -493	-1%	-$33.9K	0.33%	29
2024 Q3	$3.28M	Hold	48,481	–	–	0.34%	32
2024 Q2	$3.28M	Hold	48,481	–	–	0.35%	29
2024 Q1	$3.28M	Sell	48,481 -647	-1%	-$42.2K	0.33%	32
2023 Q4	$3.14M	Sell	49,128 -1,026	-2%	-$63.8K	0.33%	33
2023 Q3	$3.12M	Sell	50,154 -600	-1%	-$39.6K	0.38%	28
2023 Q2	$3.39M	Buy	50,754 +114	+0.2%	+$7.65K	0.39%	26
2023 Q1	$3.36M	Sell	50,640 -435	-0.9%	-$28.5K	0.4%	26
2022 Q4	$3.45M	Buy	+51,075	New	+$3.36M	0.44%	25
2022 Q3	–	Sell	-51,681	Closed	-$3.39M	–	25
2022 Q2	$3.36M	Sell	51,681 -45	-0.1%	-$3.02K	0.42%	26
2022 Q1	$3.46M	Buy	51,726 +2,112	+4%	+$141K	0.38%	25
2021 Q4	$3.31M	Sell	49,614 -2,079	-4%	-$130K	0.35%	25
2021 Q3	$3.1M	Sell	51,693 -243	-0.5%	-$15K	0.35%	26
2021 Q2	$3.18M	Buy	51,936 +2,412	+5%	+$145K	0.36%	27
2021 Q1	$2.92M	Sell	49,524 -117	-0.2%	-$6.85K	0.34%	26
2020 Q4	$2.87M	Sell	49,641 -2,556	-5%	-$136K	0.34%	26
2020 Q3	$2.6M	Buy	52,197 +147	+0.3%	+$7.01K	0.35%	27
2020 Q2	$2.21M	Sell	52,050 -195	-0.4%	-$7.87K	0.32%	26
2020 Q1	$1.88M	Sell	52,245 -222	-0.4%	-$9.41K	0.31%	26
2019 Q4	$2.33M	Sell	52,467 -1,278	-2%	-$54.6K	0.3%	34
2019 Q3	$2.27M	Buy	53,745 +1,701	+3%	+$70.3K	0.33%	35
2019 Q2	$2.11M	Sell	52,044 -693	-1%	-$27.9K	0.31%	39
2019 Q1	$2.1M	Buy	52,737 +192	+0.4%	+$7.32K	0.32%	39
2018 Q4	$1.86M	Buy	52,545 +6	+0%	+$229	0.31%	41
2018 Q3	$2.08M	Sell	52,539 -312	-0.6%	-$12.5K	0.31%	38
2018 Q2	$2.08M	Sell	52,851 -13,917	-21%	-$541K	0.32%	38
2018 Q1	$2.65M	Sell	66,768 -360	-0.5%	-$14.9K	0.58%	26
2017 Q4	$2.84M	Sell	67,128 -312	-0.5%	-$12.8K	0.56%	28
2017 Q3	$2.71M	Sell	67,440 -120	-0.2%	-$4.86K	0.43%	35
2017 Q2	$2.74M	Sell	67,560 -903	-1%	-$36.3K	0.58%	25
2017 Q1	$2.71M	Buy	+68,463	New	+$2.66M	0.57%	25