Creative Planning’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 | $1.68M | Buy |
23,866
+119
| +0.5% | +$8.39K | ﹤0.01% | 1450 |
|
|
2025
Q1 | $1.7M | Buy |
23,747
+584
| +3% | +$41.8K | ﹤0.01% | 1294 |
|
|
2024
Q4 | $1.52M | Sell |
23,163
-171
| -0.7% | -$11.2K | ﹤0.01% | 1310 |
|
|
2024
Q3 | $1.65M | Sell |
23,334
-2,032
| -8% | -$143K | ﹤0.01% | 1188 |
|
|
2024
Q2 | $1.67M | Buy |
25,366
+300
| +1% | +$19.7K | ﹤0.01% | 1082 |
|
|
2024
Q1 | $1.7M | Buy |
25,066
+571
| +2% | +$38.6K | ﹤0.01% | 1039 |
|
|
2023
Q4 | $1.57M | Sell |
24,495
-5,292
| -18% | -$338K | ﹤0.01% | 1015 |
|
|
2023
Q3 | $1.85M | Sell |
29,787
-108
| -0.4% | -$6.71K | ﹤0.01% | 877 |
|
|
2023
Q2 | $2M | Sell |
29,895
-249
| -0.8% | -$16.6K | ﹤0.01% | 814 |
|
|
2023
Q1 | $2M | Buy |
30,144
+555
| +2% | +$36.9K | ﹤0.01% | 772 |
|
|
2022
Q4 | $2M | Buy |
29,589
+45
| +0.2% | +$3.04K | ﹤0.01% | 745 |
|
|
2022
Q3 | $1.77M | Sell |
29,544
-270
| -0.9% | -$16.2K | ﹤0.01% | 738 |
|
|
2022
Q2 | $1.94M | Buy |
29,814
+16,530
| +124% | +$1.07M | ﹤0.01% | 727 |
|
|
2022
Q1 | $887K | Buy |
13,284
+8,574
| +182% | +$573K | ﹤0.01% | 1043 |
|
|
2021
Q4 | $314K | Buy |
4,710
+573
| +14% | +$38.2K | ﹤0.01% | 1592 |
|
|
2021
Q3 | $248K | Sell |
4,137
-198
| -5% | -$11.9K | ﹤0.01% | 1712 |
|
|
2021
Q2 | $266K | Buy |
4,335
+450
| +12% | +$27.6K | ﹤0.01% | 1619 |
|
|
2021
Q1 | $229K | Sell |
3,885
-255
| -6% | -$15K | ﹤0.01% | 1953 |
|
|
2020
Q4 | $239K | Hold |
4,140
| – | – | ﹤0.01% | 1738 |
|
|
2020
Q3 | $206K | Buy |
+4,140
| New | +$206K | ﹤0.01% | 1640 |
|
|
2017
Q3 | – | Sell |
-4,599
| Closed | -$187K | – | 2743 |
|
|
2017
Q2 | $187K | Sell |
4,599
-372
| -7% | -$15.1K | ﹤0.01% | 1547 |
|
|
2017
Q1 | $197K | Buy |
4,971
+525
| +12% | +$20.8K | ﹤0.01% | 1494 |
|
|
2016
Q4 | $164K | Hold |
4,446
| – | – | ﹤0.01% | 1511 |
|
|
2016
Q3 | $169K | Buy |
4,446
+750
| +20% | +$28.5K | ﹤0.01% | 1491 |
|
|
2016
Q2 | $142K | Sell |
3,696
-174
| -4% | -$6.69K | ﹤0.01% | 1438 |
|
|
2016
Q1 | $145K | Buy |
3,870
+174
| +5% | +$6.52K | ﹤0.01% | 1393 |
|
|
2015
Q4 | $134K | Hold |
3,696
| – | – | ﹤0.01% | 1456 |
|
|
2015
Q3 | $126K | Buy |
+3,696
| New | +$126K | ﹤0.01% | 1448 |
|
|
2015
Q2 | – | Sell |
-3,696
| Closed | -$130K | – | 1975 |
|
|
2015
Q1 | $130K | Sell |
3,696
-42
| -1% | -$1.48K | ﹤0.01% | 1418 |
|
|
2014
Q4 | $131K | Hold |
3,738
| – | – | ﹤0.01% | 1392 |
|
|
2014
Q3 | $123K | Hold |
3,738
| – | – | ﹤0.01% | 1334 |
|
|
2014
Q2 | $124K | Buy |
3,738
+42
| +1% | +$1.39K | ﹤0.01% | 1288 |
|
|
2014
Q1 | $117K | Hold |
3,696
| – | – | ﹤0.01% | 1297 |
|
|
2013
Q4 | $118K | Hold |
3,696
| – | – | ﹤0.01% | 1109 |
|
|
2013
Q3 | $110K | Hold |
3,696
| – | – | ﹤0.01% | 1062 |
|
|
2013
Q2 | $107K | Buy |
+3,696
| New | +$107K | ﹤0.01% | 947 |
|