Jaffetilchin Investment Partners’s iShares US Consumer Staples ETF IYK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $580K | Buy |
8,232
+46
| +0.6% | +$3.24K | 0.04% | 240 |
|
|
2025
Q1 | $586K | Buy |
8,186
+8
| +0.1% | +$573 | 0.04% | 230 |
|
|
2024
Q4 | $536K | Buy |
8,178
+61
| +0.8% | +$4K | 0.04% | 219 |
|
|
2024
Q3 | $573K | Sell |
8,117
-2,096
| -21% | -$148K | 0.04% | 203 |
|
|
2024
Q2 | $672K | Sell |
10,213
-10
| -0.1% | -$658 | 0.06% | 180 |
|
|
2024
Q1 | $691K | Buy |
10,223
+44
| +0.4% | +$2.98K | 0.06% | 176 |
|
|
2023
Q4 | $651K | Buy |
10,179
+174
| +2% | +$11.1K | 0.06% | 184 |
|
|
2023
Q3 | $622K | Hold |
10,005
| – | – | 0.07% | 170 |
|
|
2023
Q2 | $668K | Sell |
10,005
-54
| -0.5% | -$3.61K | 0.07% | 163 |
|
|
2023
Q1 | $668K | Sell |
10,059
-1,302
| -11% | -$86.5K | 0.08% | 164 |
|
|
2022
Q4 | $768K | Buy |
11,361
+1,518
| +15% | +$103K | 0.09% | 154 |
|
|
2022
Q3 | $590K | Buy |
9,843
+69
| +0.7% | +$4.14K | 0.08% | 157 |
|
|
2022
Q2 | $635K | Buy |
9,774
+39
| +0.4% | +$2.53K | 0.08% | 162 |
|
|
2022
Q1 | $662K | Buy |
9,735
+36
| +0.4% | +$2.45K | 0.08% | 157 |
|
|
2021
Q4 | $647K | Buy |
9,699
+57
| +0.6% | +$3.8K | 0.06% | 182 |
|
|
2021
Q3 | $577K | Sell |
9,642
-50,742
| -84% | -$3.04M | 0.06% | 181 |
|
|
2021
Q2 | $3.52M | Buy |
60,384
+49,551
| +457% | +$2.89M | 0.24% | 76 |
|
|
2021
Q1 | $639K | Sell |
10,833
-39,951
| -79% | -$2.36M | 0.08% | 176 |
|
|
2020
Q4 | $2.94M | Buy |
50,784
+2,022
| +4% | +$117K | 0.42% | 35 |
|
|
2020
Q3 | $2.43M | Sell |
48,762
-1,335
| -3% | -$66.5K | 0.45% | 37 |
|
|
2020
Q2 | $2.13M | Buy |
+50,097
| New | +$2.13M | 0.47% | 40 |
|