Glass Jacobson Investment Advisors’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 | $37.1K | Buy |
527
+2
| +0.4% | +$141 | 0.01% | 323 |
|
|
2025
Q1 | $34.4K | Hold |
525
| – | – | 0.01% | 429 |
|
|
2024
Q4 | $34.4K | Buy |
525
+2
| +0.4% | +$131 | 0.01% | 429 |
|
|
2024
Q3 | $36.9K | Buy |
523
+1
| +0.2% | +$71 | 0.01% | 409 |
|
|
2024
Q2 | $34.3K | Hold |
522
| – | – | 0.01% | 400 |
|
|
2024
Q1 | $35.3K | Hold |
522
| – | – | 0.01% | 397 |
|
|
2023
Q4 | $33.4K | Buy |
+522
| New | +$33.4K | 0.01% | 381 |
|