Corient Private Wealth’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 | $1.27M | Buy |
18,008
+5,446
| +43% | +$384K | ﹤0.01% | 1309 |
|
|
2025
Q1 | $899K | Sell |
12,562
-4,233
| -25% | -$303K | ﹤0.01% | 1315 |
|
|
2024
Q4 | $839K | Sell |
16,795
-913
| -5% | -$45.6K | ﹤0.01% | 1381 |
|
|
2024
Q3 | $1.25M | Sell |
17,708
-331
| -2% | -$23.4K | ﹤0.01% | 1277 |
|
|
2024
Q2 | $1.19M | Buy |
18,039
+518
| +3% | +$34.1K | ﹤0.01% | 1252 |
|
|
2024
Q1 | $1.18M | Buy |
17,521
+1,189
| +7% | +$80.4K | ﹤0.01% | 1251 |
|
|
2023
Q4 | $1.04M | Sell |
16,332
-2,946
| -15% | -$188K | ﹤0.01% | 1271 |
|
|
2023
Q3 | $1.2M | Buy |
19,278
+11,583
| +151% | +$720K | ﹤0.01% | 1128 |
|
|
2023
Q2 | $514K | Buy |
+7,695
| New | +$514K | ﹤0.01% | 1435 |
|