Laidlaw Wealth Management’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
Q1 | – | Sell |
-3,497
| Closed | -$229K | – | 108 |
|
|
2024
Q4 | $229K | Hold |
3,497
| – | – | 0.1% | 158 |
|
|
2024
Q3 | $247K | Sell |
3,497
-1,326
| -27% | -$93.6K | 0.12% | 151 |
|
|
2024
Q2 | $317K | Buy |
4,823
+14
| +0.3% | +$920 | 0.17% | 128 |
|
|
2024
Q1 | $325K | Hold |
4,809
| – | – | 0.18% | 128 |
|
|
2023
Q4 | $307K | Sell |
4,809
-1,602
| -25% | -$102K | 0.11% | 182 |
|
|
2023
Q3 | $399K | Sell |
6,411
-591
| -8% | -$36.7K | 0.13% | 171 |
|
|
2023
Q2 | $467K | Sell |
7,002
-564
| -7% | -$37.7K | 0.09% | 204 |
|
|
2023
Q1 | $502K | Sell |
7,566
-2,499
| -25% | -$166K | 0.1% | 202 |
|
|
2022
Q4 | $680K | Buy |
+10,065
| New | +$680K | 0.15% | 159 |
|
|
2022
Q3 | – | Sell |
-4,437
| Closed | -$288K | – | 347 |
|
|
2022
Q2 | $288K | Hold |
4,437
| – | – | 0.06% | 279 |
|
|
2022
Q1 | $296K | Buy |
4,437
+273
| +7% | +$18.2K | 0.05% | 304 |
|
|
2021
Q4 | $278K | Buy |
+4,164
| New | +$278K | 0.04% | 322 |
|