Ferguson Wellman Capital 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
Q3 | $430K | Hold |
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|
2025
Q2 | $443K | Hold |
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|
2025
Q1 | $450K | Hold |
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|
2024
Q4 | $412K | Hold |
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|
2024
Q3 | $444K | Hold |
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|
2024
Q2 | $413K | Hold |
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|
2024
Q1 | $425K | Sell |
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|
2023
Q4 | $407K | Hold |
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|
2023
Q3 | $396K | Sell |
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|
2023
Q2 | $434K | Hold |
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|
2023
Q1 | $431K | Hold |
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|
2022
Q4 | $439K | Buy |
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|
2022
Q3 | $362K | Hold |
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|
2022
Q2 | $393K | Sell |
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|
2022
Q1 | $415K | Hold |
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|
2021
Q4 | $414K | Sell |
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|
2021
Q3 | $400K | Hold |
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|
2021
Q2 | $410K | Hold |
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|
2021
Q1 | $395K | Hold |
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|
2020
Q4 | $387K | Sell |
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|
2020
Q3 | $357K | Hold |
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|
2020
Q2 | $305K | Hold |
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|
2020
Q1 | $259K | Sell |
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|
2019
Q4 | $547K | Hold |
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|
2019
Q3 | $520K | Hold |
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|
2019
Q2 | $499K | Sell |
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|
2019
Q1 | $780K | Sell |
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|
2018
Q4 | $716K | Buy |
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