IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $195K | Sell |
2,787
-722
| -21% | -$51.9K | ﹤0.01% | 1414 |
|
|
2025
Q4 | $235K | Buy |
3,509
+1,224
| +54% | +$83.1K | 0.01% | 1285 |
|
|
2025
Q3 | $156K | Buy |
2,285
+1,282
| +128% | +$89.5K | ﹤0.01% | 1414 |
|
|
2025
Q2 | $70.7K | Buy |
1,003
+53
| +6% | +$3.73K | ﹤0.01% | 1855 |
|
|
2025
Q1 | $68K | Sell |
950
-82
| -8% | -$5.57K | ﹤0.01% | 1745 |
|
|
2024
Q4 | $67.7K | Buy |
1,032
+648
| +169% | +$44.5K | ﹤0.01% | 1675 |
|
|
2024
Q3 | $27.1K | Sell |
384
-846
| -69% | -$58.3K | ﹤0.01% | 2020 |
|
|
2024
Q2 | $80.9K | Buy |
1,230
+408
| +50% | +$27.1K | ﹤0.01% | 1447 |
|
|
2024
Q1 | $55.6K | Sell |
822
-126
| -13% | -$8.21K | ﹤0.01% | 1547 |
|
|
2023
Q4 | $60.6K | Sell |
948
-5,601
| -86% | -$348K | ﹤0.01% | 1468 |
|
|
2023
Q3 | $407K | Buy |
6,549
+12
| +0.2% | +$793 | 0.02% | 664 |
|
|
2023
Q2 | $437K | Buy |
6,537
+48
| +0.7% | +$3.22K | 0.02% | 703 |
|
|
2023
Q1 | $249K | Sell |
6,489
-270
| -4% | -$17.7K | 0.01% | 855 |
|
|
2022
Q4 | $261K | Sell |
6,759
-855
| -11% | -$56.3K | 0.01% | 1213 |
|
|
2022
Q3 | $299K | Buy |
7,614
+1,083
| +17% | +$71.1K | 0.01% | 1199 |
|
|
2022
Q2 | $252K | Hold |
6,531
| – | – | 0.01% | 1168 |
|
|
2022
Q1 | $252K | Buy |
6,531
+6,399
| +4,848% | +$426K | 0.01% | 1168 |
|
|
2021
Q4 | $9K | Sell |
132
-645
| -83% | -$40.4K | ﹤0.01% | 2270 |
|
|
2021
Q3 | $53K | Sell |
777
-198
| -20% | -$12.2K | ﹤0.01% | 1553 |
|
|
2021
Q2 | $61K | Buy |
975
+231
| +31% | +$13.9K | ﹤0.01% | 1432 |
|
|
2021
Q1 | $45K | Buy |
+744
| New | +$43.6K | ﹤0.01% | 1515 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3534 |
|
|
2020
Q3 | – | Sell |
-18
| Closed | -$859 | – | 3411 |
|
|
2020
Q2 | $0 | Sell |
18
-102
| -85% | -$4.12K | ﹤0.01% | 3267 |
|
|
2020
Q1 | $1K | Hold |
120
| – | – | ﹤0.01% | 2551 |
|
|
2019
Q4 | $4K | Hold |
120
| – | – | ﹤0.01% | 2268 |
|
|
2019
Q3 | $4K | Buy |
+120
| New | +$4.96K | ﹤0.01% | 2438 |
|
|
2019
Q1 | – | Sell |
-8,787
| Closed | -$311K | – | 2893 |
|
|
2018
Q4 | $311K | Sell |
8,787
-1,179
| -12% | -$45K | 0.02% | 701 |
|
|
2018
Q3 | $395K | Buy |
9,966
+8,268
| +487% | +$331K | 0.02% | 781 |
|
|
2018
Q2 | $67K | Sell |
1,698
-18
| -1% | -$699 | ﹤0.01% | 1738 |
|
|
2018
Q1 | $73K | Hold |
1,716
| – | – | ﹤0.01% | 1569 |
|
|
2017
Q4 | $73K | Sell |
1,716
-8,616
| -83% | -$354K | ﹤0.01% | 1581 |
|
|
2017
Q3 | $416K | Sell |
10,332
-14,553
| -58% | -$590K | 0.02% | 767 |
|
|
2017
Q2 | $1.01M | Buy |
24,885
+23,472
| +1,661% | +$943K | 0.04% | 430 |
|
|
2017
Q1 | $56K | Sell |
1,413
-108
| -7% | -$4.19K | ﹤0.01% | 1853 |
|
|
2016
Q4 | $56K | Sell |
1,521
-960
| -39% | -$35.5K | ﹤0.01% | 1817 |
|
|
2016
Q3 | $94K | Sell |
2,481
-1,422
| -36% | -$55K | 0.01% | 1404 |
|
|
2016
Q2 | $150K | Buy |
+3,903
| New | +$147K | 0.01% | 1116 |
|
|
2016
Q1 | – | Sell |
-7,314
| Closed | -$264K | – | 2893 |
|
|
2015
Q4 | $264K | Buy |
+7,314
| New | +$264K | 0.02% | 720 |
|
Other funds holding IYK
DWM
OCA
SWP
SPIA
