MWM
MGB Wealth Management’s iShares US Consumer Staples ETF IYK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $101K | Buy |
1,432
+7
| +0.5% | +$493 | 0.03% | 238 |
|
|
2025
Q1 | $102K | Hold |
1,425
| – | – | 0.04% | 227 |
|
|
2024
Q4 | $93.5K | Sell |
1,425
-39
| -3% | -$2.56K | 0.03% | 222 |
|
|
2024
Q3 | $103K | Hold |
1,464
| – | – | 0.04% | 210 |
|
|
2024
Q2 | $97.2K | Hold |
1,464
| – | – | 0.04% | 215 |
|
|
2024
Q1 | $99K | Buy |
1,464
+976
| +200% | – | 0.04% | 204 |
|
|
2023
Q4 | $93.6K | Buy |
+488
| New | +$93.6K | 0.05% | 202 |
|