EWM
EPG 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 | $3.17K | Hold |
45
| – | – | ﹤0.01% | 301 |
|
|
2025
Q1 | $3.22K | Hold |
45
| – | – | ﹤0.01% | 395 |
|
|
2024
Q4 | $2.95K | Hold |
45
| – | – | ﹤0.01% | 408 |
|
|
2024
Q3 | $3.18K | Buy |
+45
| New | +$3.18K | ﹤0.01% | 405 |
|
|
2024
Q2 | – | Sell |
-45
| Closed | -$3.04K | – | 427 |
|
|
2024
Q1 | $3.04K | Buy |
45
+30
| +200% | +$2.03K | ﹤0.01% | 426 |
|
|
2023
Q4 | $2.89K | Hold |
15
| – | – | ﹤0.01% | 406 |
|
|
2023
Q3 | $2.8K | Hold |
15
| – | – | ﹤0.01% | 401 |
|
|
2023
Q2 | $3K | Hold |
15
| – | – | ﹤0.01% | 394 |
|
|
2023
Q1 | $2.99K | Hold |
15
| – | – | ﹤0.01% | 397 |
|
|
2022
Q4 | $3.04K | Hold |
15
| – | – | ﹤0.01% | 359 |
|
|
2022
Q3 | $3K | Buy |
+15
| New | +$3K | ﹤0.01% | 366 |
|
|
2022
Q2 | – | Sell |
-15
| Closed | -$3K | – | 316 |
|
|
2022
Q1 | $3K | Hold |
15
| – | – | ﹤0.01% | 381 |
|
|
2021
Q4 | $3K | Hold |
15
| – | – | ﹤0.01% | 385 |
|
|
2021
Q3 | $3K | Buy |
+15
| New | +$3K | ﹤0.01% | 361 |
|
|
2020
Q2 | – | Sell |
-39
| Closed | -$5K | – | 471 |
|
|
2020
Q1 | $5K | Buy |
39
+24
| +160% | +$3.08K | ﹤0.01% | 593 |
|
|
2019
Q4 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 605 |
|