Coppell Advisory Solutions’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 | – | Sell |
-17,009
| Closed | -$1.72M | – | 396 |
|
|
2025
Q1 | $1.72M | Buy |
17,009
+16,790
| +7,667% | +$1.69M | 0.24% | 102 |
|
|
2024
Q4 | $14.3K | Hold |
219
| – | – | ﹤0.01% | 988 |
|
|
2024
Q3 | $15.5K | Hold |
219
| – | – | ﹤0.01% | 953 |
|
|
2024
Q2 | $14.4K | Buy |
+219
| New | +$14.4K | ﹤0.01% | 896 |
|
|
2023
Q4 | $16.4K | Sell |
255
-240
| -48% | -$15.4K | ﹤0.01% | 805 |
|
|
2023
Q3 | $33.5K | Buy |
495
+360
| +267% | +$24.3K | 0.01% | 416 |
|
|
2023
Q2 | $9.01K | Buy |
+135
| New | +$9.01K | ﹤0.01% | 723 |
|
|
2023
Q1 | – | Sell |
-495
| Closed | -$33.5K | – | 661 |
|
|
2022
Q4 | $33.5K | Buy |
+495
| New | +$33.5K | 0.01% | 419 |
|