First Heartland Consultants’s iShares US Consumer Staples ETF IYK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,381
| Closed | -$671K | – | 519 |
|
|
2025
Q1 | $671K | Buy |
+9,381
| New | +$671K | 0.07% | 194 |
|
|
2022
Q4 | – | Sell |
-15,888
| Closed | -$952 | – | 384 |
|
|
2022
Q3 | $952 | Sell |
15,888
-23,754
| -60% | -$1.42K | 0.08% | 130 |
|
|
2022
Q2 | $2.58M | Sell |
39,642
-2,043
| -5% | -$133K | 0.4% | 60 |
|
|
2022
Q1 | $2.78M | Buy |
+41,685
| New | +$2.78M | 0.43% | 48 |
|