Graves Light Lenhart Wealth’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 | $332K | Hold |
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|
2025
Q2 | $342K | Hold |
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|
2025
Q1 | $347K | Hold |
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|
2024
Q4 | $318K | Hold |
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|
2024
Q3 | $342K | Hold |
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|
2024
Q2 | $317K | Hold |
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|
2024
Q1 | $328K | Hold |
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|
2023
Q4 | $310K | Hold |
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|
2023
Q3 | $292K | Hold |
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|
2023
Q2 | $324K | Sell |
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|
2023
Q1 | $442K | Hold |
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|
2022
Q4 | $450K | Hold |
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|
2022
Q3 | $399K | Hold |
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|
2022
Q2 | $432K | Hold |
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|
2022
Q1 | $444K | Hold |
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|
2021
Q4 | $444K | Hold |
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|
2021
Q3 | $398K | Hold |
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|
2021
Q2 | $408K | Hold |
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|
2021
Q1 | $392K | Hold |
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|
2020
Q4 | $384K | Hold |
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|
2020
Q3 | $331K | Hold |
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|
2020
Q2 | $283K | Hold |
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|
2020
Q1 | $240K | Hold |
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|
2019
Q4 | $295K | Hold |
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|
2019
Q3 | $281K | Hold |
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|
2019
Q2 | $269K | Hold |
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|
2019
Q1 | $265K | Hold |
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|
2018
Q4 | $236K | Buy |
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