Geneos Wealth 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 | $1.45M | Sell |
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|
2025
Q2 | $1.51M | Sell |
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|
2025
Q1 | $2.07M | Buy |
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|
2024
Q4 | $528K | Buy |
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|
2024
Q3 | $543K | Sell |
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|
2024
Q2 | $523K | Sell |
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|
2024
Q1 | $2.89M | Buy |
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|
2023
Q4 | $2.69M | Buy |
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|
2023
Q3 | $2.61M | Sell |
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|
2023
Q2 | $3.02M | Buy |
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|
2023
Q1 | $587K | Sell |
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|
2022
Q4 | $673K | Sell |
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|
2022
Q3 | $1.26M | Buy |
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|
2022
Q2 | $1.28M | Buy |
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|
2022
Q1 | $724K | Hold |
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|
2021
Q4 | $723K | Sell |
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|
2021
Q3 | $687K | Sell |
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|
2021
Q2 | $740K | Sell |
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|
2021
Q1 | $774K | Sell |
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|
2020
Q4 | $757K | Sell |
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|
2020
Q3 | $708K | Sell |
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|
2020
Q2 | $664K | Sell |
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|
2020
Q1 | $638K | Sell |
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|
2019
Q4 | $874K | Sell |
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|
2019
Q3 | $832K | Sell |
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|
2019
Q2 | $811K | Sell |
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|
2019
Q1 | $810K | Sell |
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|
2018
Q4 | $725K | Sell |
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|
2018
Q3 | $841K | Sell |
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|
2018
Q2 | $855K | Sell |
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|
2018
Q1 | $968K | Sell |
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|
2017
Q4 | $1.04M | Sell |
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|
2017
Q3 | $1.04M | Sell |
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|
2017
Q2 | $1.15M | Buy |
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|
2017
Q1 | $1.09M | Sell |
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|
2016
Q4 | $1.04M | Sell |
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|
2016
Q3 | $1.12M | Sell |
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|
2016
Q2 | $1.21M | Buy |
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|
2016
Q1 | $1.13M | Buy |
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