Jones Financial Companies’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 | $3.21M | Buy |
45,787
+12,599
| +38% | +$883K | ﹤0.01% | 618 |
|
|
2025
Q1 | $2.34M | Buy |
33,188
+17,894
| +117% | +$1.26M | ﹤0.01% | 619 |
|
|
2024
Q4 | $1M | Buy |
15,294
+4,088
| +36% | +$268K | ﹤0.01% | 742 |
|
|
2024
Q3 | $790K | Buy |
11,206
+7,838
| +233% | +$552K | ﹤0.01% | 675 |
|
|
2024
Q2 | $221K | Buy |
3,368
+2,243
| +199% | +$147K | ﹤0.01% | 802 |
|
|
2024
Q1 | $76.1K | Buy |
+1,125
| New | +$76.1K | ﹤0.01% | 652 |
|