IWA
IBEX Wealth Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,965
| Closed | -$1.01M | – | 128 |
|
|
2022
Q4 | $1.01M | Sell |
4,965
-4,646
| -48% | -$942K | 0.23% | 90 |
|
|
2022
Q3 | $1.73M | Sell |
9,611
-5,050
| -34% | -$908K | 0.45% | 74 |
|
|
2022
Q2 | $2.86M | Sell |
14,661
-360
| -2% | -$70.2K | 0.66% | 58 |
|
|
2022
Q1 | $3.01M | Buy |
+15,021
| New | +$3.01M | 0.58% | 64 |
|
|
2021
Q4 | – | Sell |
-129
| Closed | -$23K | – | 318 |
|
|
2021
Q3 | $23K | Buy |
+129
| New | +$23K | ﹤0.01% | 313 |
|
|
2019
Q3 | – | Sell |
-129
| Closed | -$15K | – | 220 |
|
|
2019
Q2 | $15K | Buy |
+129
| New | +$15K | ﹤0.01% | 289 |
|
|
2017
Q1 | – | Sell |
-415
| Closed | -$47K | – | 228 |
|
|
2016
Q4 | $47K | Sell |
415
-7,760
| -95% | -$879K | 0.02% | 175 |
|
|
2016
Q3 | $932K | Buy |
+8,175
| New | +$932K | 0.51% | 65 |
|