EP Wealth Advisors’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 | $203K | Buy |
2,885
+872
| +43% | +$61.5K | ﹤0.01% | 1249 |
|
|
2025
Q1 | $144K | Sell |
2,013
-523
| -21% | -$37.4K | ﹤0.01% | 1196 |
|
|
2024
Q4 | $166K | Buy |
2,536
+851
| +51% | +$55.8K | ﹤0.01% | 1120 |
|
|
2024
Q3 | $119K | Buy |
1,685
+104
| +7% | +$7.34K | ﹤0.01% | 1124 |
|
|
2024
Q2 | $104K | Sell |
1,581
-192
| -11% | -$12.6K | ﹤0.01% | 829 |
|
|
2024
Q1 | $120K | Sell |
1,773
-18
| -1% | -$1.22K | ﹤0.01% | 789 |
|
|
2023
Q4 | $114K | Sell |
1,791
-2,229
| -55% | -$142K | ﹤0.01% | 779 |
|
|
2023
Q3 | $250K | Buy |
+4,020
| New | +$250K | ﹤0.01% | 602 |
|
|
2022
Q3 | – | Sell |
-3,465
| Closed | -$225K | – | 485 |
|
|
2022
Q2 | $225K | Buy |
+3,465
| New | +$225K | 0.01% | 544 |
|