Empirical Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $292K | Sell |
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|
2025
Q1 | $322K | Sell |
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|
2024
Q4 | $307K | Hold |
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|
2024
Q3 | $330K | Sell |
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|
2024
Q2 | $311K | Sell |
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|
2024
Q1 | $322K | Sell |
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|
2023
Q4 | $307K | Hold |
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|
2023
Q3 | $298K | Hold |
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|
2023
Q2 | $320K | Hold |
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|
2023
Q1 | $319K | Hold |
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|
2022
Q4 | $324K | Hold |
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|
2022
Q3 | $288K | Hold |
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|
2022
Q2 | $312K | Hold |
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|
2022
Q1 | $320K | Hold |
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|
2021
Q4 | $320K | Hold |
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|
2021
Q3 | $287K | Hold |
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|
2021
Q2 | $294K | Hold |
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|
2021
Q1 | $283K | Hold |
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|
2020
Q4 | $277K | Hold |
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|
2020
Q3 | $239K | Sell |
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|
2020
Q2 | $218K | Buy |
|