Elwood & Goetz Wealth Advisory Group’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
2024
Q2
Sell
-4,479
Closed -$303K 87
2024
Q1
$303K Sell
4,479
-2,988
-40% -$202K 0.07% 62
2023
Q4
$477K Hold
7,467
0.1% 49
2023
Q3
$464K Buy
+7,467
New +$464K 0.11% 48