Corient Private Wealth’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
2026
Q1
$927K Sell
13,737
-13,333
-49% -$958K ﹤0.01% 1703
2025
Q4
$1.81M Buy
27,070
+13,251
+96% +$899K ﹤0.01% 1575
2025
Q3
$945K Sell
13,819
-4,190
-23% -$292K ﹤0.01% 1457
2025
Q2
$1.27M Buy
18,009
+5,447
+43% +$384K ﹤0.01% 1252
2025
Q1
$899K Sell
12,562
-4,233
-25% -$287K ﹤0.01% 1318
2024
Q4
$839K Sell
16,795
-913
-5% -$62.7K ﹤0.01% 1381
2024
Q3
$1.25M Sell
17,708
-331
-2% -$22.8K ﹤0.01% 1301
2024
Q2
$1.19M Buy
18,039
+518
+3% +$34.4K ﹤0.01% 1257
2024
Q1
$1.18M Buy
17,521
+1,189
+7% +$77.5K ﹤0.01% 1254
2023
Q4
$1.04M Sell
16,332
-2,946
-15% -$183K ﹤0.01% 1273
2023
Q3
$1.2M Buy
19,278
+11,583
+151% +$765K ﹤0.01% 1131
2023
Q2
$514K Buy
+7,695
New +$516K ﹤0.01% 1439

Other funds holding IYK