Forbes Financial Planning’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
2023
Q3
Sell
-31,371
Closed -$2.09M 31
2023
Q2
$2.09M Sell
31,371
-1,905
-6% -$127K 2.02% 19
2023
Q1
$2.21M Buy
+33,276
New +$2.21M 2.17% 19