Meridian 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
Q2 | $225K | Buy |
3,194
+67
| +2% | +$4.72K | 0.01% | 621 |
|
|
2025
Q1 | $224K | Sell |
3,127
-18
| -0.6% | -$1.29K | 0.01% | 580 |
|
|
2024
Q4 | $206K | Sell |
3,145
-810
| -20% | -$53.1K | 0.01% | 600 |
|
|
2024
Q3 | $279K | Buy |
+3,955
| New | +$279K | 0.01% | 535 |
|
|
2024
Q2 | – | Sell |
-4,286
| Closed | -$290K | – | 431 |
|
|
2024
Q1 | $290K | Sell |
4,286
-319
| -7% | -$21.6K | 0.05% | 170 |
|
|
2023
Q4 | $294K | Sell |
4,605
-4,725
| -51% | -$302K | 0.02% | 504 |
|
|
2023
Q3 | $580K | Buy |
9,330
+4,245
| +83% | +$264K | 0.04% | 335 |
|
|
2023
Q2 | $340K | Sell |
5,085
-102
| -2% | -$6.81K | 0.03% | 405 |
|
|
2023
Q1 | $344K | Sell |
5,187
-312
| -6% | -$20.7K | 0.03% | 390 |
|
|
2022
Q4 | $372K | Buy |
+5,499
| New | +$372K | 0.04% | 366 |
|