Empirical Wealth Management’s iShares US Consumer Staples ETF IYK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $292K | Sell |
4,145
-348
| -8% | -$24.5K | 0.01% | 541 |
|
|
2025
Q1 | $322K | Sell |
4,493
-181
| -4% | -$13K | 0.01% | 497 |
|
|
2024
Q4 | $307K | Hold |
4,674
| – | – | 0.01% | 493 |
|
|
2024
Q3 | $330K | Sell |
4,674
-60
| -1% | -$4.23K | 0.01% | 447 |
|
|
2024
Q2 | $311K | Sell |
4,734
-33
| -0.7% | -$2.17K | 0.01% | 451 |
|
|
2024
Q1 | $322K | Sell |
4,767
-30
| -0.6% | -$2.03K | 0.01% | 424 |
|
|
2023
Q4 | $307K | Hold |
4,797
| – | – | 0.01% | 394 |
|
|
2023
Q3 | $298K | Hold |
4,797
| – | – | 0.01% | 368 |
|
|
2023
Q2 | $320K | Hold |
4,797
| – | – | 0.01% | 360 |
|
|
2023
Q1 | $319K | Hold |
4,797
| – | – | 0.01% | 387 |
|
|
2022
Q4 | $324K | Hold |
4,797
| – | – | 0.02% | 370 |
|
|
2022
Q3 | $288K | Hold |
4,797
| – | – | 0.02% | 382 |
|
|
2022
Q2 | $312K | Hold |
4,797
| – | – | 0.02% | 379 |
|
|
2022
Q1 | $320K | Hold |
4,797
| – | – | 0.02% | 395 |
|
|
2021
Q4 | $320K | Hold |
4,797
| – | – | 0.02% | 410 |
|
|
2021
Q3 | $287K | Hold |
4,797
| – | – | 0.02% | 382 |
|
|
2021
Q2 | $294K | Hold |
4,797
| – | – | 0.02% | 372 |
|
|
2021
Q1 | $283K | Hold |
4,797
| – | – | 0.02% | 332 |
|
|
2020
Q4 | $277K | Hold |
4,797
| – | – | 0.02% | 307 |
|
|
2020
Q3 | $239K | Sell |
4,797
-330
| -6% | -$16.4K | 0.02% | 303 |
|
|
2020
Q2 | $218K | Buy |
+5,127
| New | +$218K | 0.02% | 303 |
|