LPL Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $60.2M | Sell |
859,426
-85,967
| -9% | -$6.18M | 0.02% | 827 |
|
|
2025
Q4 | $63.3M | Buy |
945,393
+82,230
| +10% | +$5.58M | 0.02% | 757 |
|
|
2025
Q3 | $59M | Sell |
863,163
-56,803
| -6% | -$3.96M | 0.02% | 766 |
|
|
2025
Q2 | $64.8M | Buy |
919,966
+61,584
| +7% | +$4.34M | 0.02% | 646 |
|
|
2025
Q1 | $61.4M | Buy |
858,382
+142,237
| +20% | +$9.66M | 0.02% | 602 |
|
|
2024
Q4 | $47M | Sell |
716,145
-131,288
| -15% | -$9.02M | 0.02% | 681 |
|
|
2024
Q3 | $59.8M | Buy |
847,433
+37,467
| +5% | +$2.58M | 0.03% | 551 |
|
|
2024
Q2 | $53.3M | Sell |
809,966
-51,281
| -6% | -$3.41M | 0.03% | 537 |
|
|
2024
Q1 | $58.2M | Buy |
861,247
+49,765
| +6% | +$3.24M | 0.03% | 494 |
|
|
2023
Q4 | $51.9M | Buy |
811,482
+30,237
| +4% | +$1.88M | 0.03% | 487 |
|
|
2023
Q3 | $48.6M | Buy |
781,245
+79,821
| +11% | +$5.27M | 0.03% | 466 |
|
|
2023
Q2 | $46.8M | Buy |
701,424
+119,499
| +21% | +$8.02M | 0.03% | 471 |
|
|
2023
Q1 | $38.6M | Sell |
581,925
-153,123
| -21% | -$10M | 0.03% | 487 |
|
|
2022
Q4 | $49.7M | Buy |
735,048
+149,538
| +26% | +$9.84M | 0.04% | 399 |
|
|
2022
Q3 | $35.1M | Buy |
585,510
+140,628
| +32% | +$9.23M | 0.03% | 444 |
|
|
2022
Q2 | $28.9M | Buy |
444,882
+298,896
| +205% | +$20.1M | 0.03% | 492 |
|
|
2022
Q1 | $9.75M | Buy |
145,986
+27,531
| +23% | +$1.83M | 0.01% | 1017 |
|
|
2021
Q4 | $7.9M | Sell |
118,455
-699
| -0.6% | -$43.8K | 0.01% | 1167 |
|
|
2021
Q3 | $7.13M | Buy |
119,154
+6,498
| +6% | +$400K | 0.01% | 1156 |
|
|
2021
Q2 | $6.91M | Sell |
112,656
-69,939
| -38% | -$4.21M | 0.01% | 1129 |
|
|
2021
Q1 | $10.8M | Buy |
182,595
+61,098
| +50% | +$3.58M | 0.01% | 795 |
|
|
2020
Q4 | $7.02M | Sell |
121,497
-19,581
| -14% | -$1.04M | 0.01% | 925 |
|
|
2020
Q3 | $7.02M | Buy |
141,078
+49,815
| +55% | +$2.38M | 0.01% | 788 |
|
|
2020
Q2 | $3.88M | Sell |
91,263
-25,083
| -22% | -$1.01M | 0.01% | 1004 |
|
|
2020
Q1 | $4.2M | Buy |
116,346
+30,543
| +36% | +$1.29M | 0.01% | 819 |
|
|
2019
Q4 | $3.81M | Buy |
85,803
+11,199
| +15% | +$479K | 0.01% | 971 |
|
|
2019
Q3 | $3.15M | Buy |
74,604
+2,448
| +3% | +$101K | 0.01% | 994 |
|
|
2019
Q2 | $2.92M | Sell |
72,156
-3,684
| -5% | -$148K | 0.01% | 1034 |
|
|
2019
Q1 | $3.02M | Sell |
75,840
-1,281
| -2% | -$48.8K | 0.01% | 964 |
|
|
2018
Q4 | $2.74M | Sell |
77,121
-17,142
| -18% | -$655K | 0.01% | 934 |
|
|
2018
Q3 | $3.73M | Buy |
94,263
+6,162
| +7% | +$247K | 0.01% | 867 |
|
|
2018
Q2 | $3.47M | Buy |
88,101
+4,017
| +5% | +$156K | 0.01% | 876 |
|
|
2018
Q1 | $3.33M | Sell |
84,084
-12,681
| -13% | -$525K | 0.01% | 875 |
|
|
2017
Q4 | $4.09M | Sell |
96,765
-29,274
| -23% | -$1.2M | 0.01% | 739 |
|
|
2017
Q3 | $5.07M | Sell |
126,039
-251,313
| -67% | -$10.2M | 0.02% | 586 |
|
|
2017
Q2 | $15.3M | Buy |
377,352
+246,720
| +189% | +$9.91M | 0.06% | 270 |
|
|
2017
Q1 | $5.16M | Buy |
130,632
+28,842
| +28% | +$1.12M | 0.04% | 419 |
|
|
2016
Q4 | $3.78M | Sell |
101,790
-3,498
| -3% | -$129K | 0.03% | 524 |
|
|
2016
Q3 | $3.95M | Sell |
105,288
-243,792
| -70% | -$9.43M | 0.04% | 469 |
|
|
2016
Q2 | $13.4M | Sell |
349,080
-864,858
| -71% | -$32.5M | 0.11% | 142 |
|
|
2016
Q1 | $45.4M | Buy |
1,213,938
+384,264
| +46% | +$13.7M | 0.13% | 155 |
|
|
2015
Q4 | $29.6M | Buy |
829,674
+517,044
| +165% | +$18.7M | 0.08% | 215 |
|
|
2015
Q3 | $11M | Sell |
312,630
-545,484
| -64% | -$19.2M | 0.06% | 270 |
|
|
2015
Q2 | $30.3M | Buy |
858,114
+369,387
| +76% | +$13.1M | 0.15% | 139 |
|
|
2015
Q1 | $17.2M | Sell |
488,727
-179,265
| -27% | -$6.29M | 0.09% | 204 |
|
|
2014
Q4 | $23.3M | Sell |
667,992
-27,513
| -4% | -$942K | 0.13% | 154 |
|
|
2014
Q3 | $22.7M | Buy |
695,505
+563,058
| +425% | +$18.7M | 0.14% | 155 |
|
|
2014
Q2 | $4.38M | Sell |
132,447
-17,430
| -12% | -$566K | 0.03% | 530 |
|
|
2014
Q1 | $4.76M | Sell |
149,877
-28,842
| -16% | -$898K | 0.03% | 456 |
|
|
2013
Q4 | $5.7M | Buy |
178,719
+14,742
| +9% | +$459K | 0.04% | 404 |
|
|
2013
Q3 | $4.94M | Sell |
163,977
-342,267
| -68% | -$10.3M | 0.03% | 425 |
|
|
2013
Q2 | $14.6M | Buy |
+506,244
| New | +$14.7M | 0.11% | 176 |
|
Other funds holding IYK
DWM
OCA
SWP
SPIA
