J.W. Cole 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $200K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $267K | Sell |
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|
2023
Q3 | $289K | Sell |
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|
2023
Q2 | $369K | Sell |
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|
2023
Q1 | $1.1M | Sell |
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|
2022
Q4 | $1.85M | Sell |
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|
2022
Q3 | $1.84M | Buy |
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|
2022
Q2 | $1.9M | Buy |
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|
2022
Q1 | $1.78M | Buy |
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|
2021
Q4 | $1.64M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $476K | Buy |
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|
2021
Q1 | $432K | Buy |
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