IWM
IHT Wealth Management’s iShares US Consumer Staples ETF IYK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Sell |
16,989
-695
| -4% | -$49K | 0.03% | 450 |
|
|
2025
Q1 | $1.27M | Buy |
17,684
+784
| +5% | +$56.1K | 0.04% | 411 |
|
|
2024
Q4 | $1.11M | Sell |
16,900
-73
| -0.4% | -$4.79K | 0.04% | 425 |
|
|
2024
Q3 | $1.2M | Buy |
16,973
+796
| +5% | +$56.2K | 0.03% | 456 |
|
|
2024
Q2 | $1.06M | Sell |
16,177
-681
| -4% | -$44.8K | 0.04% | 422 |
|
|
2024
Q1 | $1.14M | Buy |
16,858
+14,624
| +655% | +$687K | 0.05% | 378 |
|
|
2023
Q4 | $428K | Sell |
2,234
-6
| -0.3% | -$1.15K | 0.02% | 654 |
|
|
2023
Q3 | $418K | Sell |
2,240
-397
| -15% | -$74.1K | 0.02% | 608 |
|
|
2023
Q2 | $528K | Sell |
2,637
-193
| -7% | -$38.7K | 0.03% | 520 |
|
|
2023
Q1 | $564K | Sell |
2,830
-948
| -25% | -$189K | 0.03% | 461 |
|
|
2022
Q4 | $766K | Buy |
3,778
+190
| +5% | +$38.5K | 0.05% | 363 |
|
|
2022
Q3 | $645K | Buy |
3,588
+1,434
| +67% | +$258K | 0.05% | 383 |
|
|
2022
Q2 | $420K | Buy |
2,154
+27
| +1% | +$5.27K | 0.04% | 435 |
|
|
2022
Q1 | $426K | Sell |
2,127
-2,426
| -53% | -$486K | 0.03% | 455 |
|
|
2021
Q4 | $911K | Sell |
4,553
-23
| -0.5% | -$4.6K | 0.07% | 287 |
|
|
2021
Q3 | $822K | Sell |
4,576
-367
| -7% | -$65.9K | 0.07% | 290 |
|
|
2021
Q2 | $909K | Buy |
4,943
+257
| +5% | +$47.3K | 0.06% | 343 |
|
|
2021
Q1 | $829K | Buy |
4,686
+10
| +0.2% | +$1.77K | 0.06% | 312 |
|
|
2020
Q4 | $811K | Buy |
4,676
+12
| +0.3% | +$2.08K | 0.07% | 277 |
|
|
2020
Q3 | $697K | Buy |
4,664
+84
| +2% | +$12.6K | 0.07% | 265 |
|
|
2020
Q2 | $584K | Sell |
4,580
-128
| -3% | -$16.3K | 0.08% | 261 |
|
|
2020
Q1 | $509K | Sell |
4,708
-1,504
| -24% | -$163K | 0.07% | 282 |
|
|
2019
Q4 | $827K | Buy |
6,212
+203
| +3% | +$27K | 0.1% | 242 |
|
|
2019
Q3 | $760K | Buy |
6,009
+77
| +1% | +$9.74K | 0.1% | 235 |
|
|
2019
Q2 | $721K | Buy |
5,932
+242
| +4% | +$29.4K | 0.1% | 224 |
|
|
2019
Q1 | $680K | Buy |
5,690
+598
| +12% | +$71.5K | 0.11% | 211 |
|
|
2018
Q4 | $542K | Sell |
5,092
-3,911
| -43% | -$416K | 0.1% | 225 |
|
|
2018
Q3 | $1.07M | Buy |
9,003
+680
| +8% | +$80.8K | 0.23% | 115 |
|
|
2018
Q2 | $984K | Buy |
8,323
+108
| +1% | +$12.8K | 0.25% | 111 |
|
|
2018
Q1 | $953K | Buy |
8,215
+409
| +5% | +$47.4K | 0.26% | 94 |
|
|
2017
Q4 | $1M | Buy |
7,806
+125
| +2% | +$16K | 0.27% | 97 |
|
|
2017
Q3 | $932K | Buy |
7,681
+7,436
| +3,035% | +$902K | 0.4% | 62 |
|
|
2017
Q2 | $35 | Hold |
245
| – | – | 0.02% | 616 |
|
|
2017
Q1 | $26K | Sell |
245
-1,182
| -83% | -$125K | 0.02% | 577 |
|
|
2016
Q4 | $159K | Buy |
+1,427
| New | +$159K | 0.12% | 196 |
|