NIWA
New Insight Wealth Advisors’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 | $757K | Buy |
10,747
+138
| +1% | +$9.73K | 0.31% | 49 |
|
|
2025
Q1 | $759K | Buy |
10,609
+1,766
| +20% | +$126K | 0.34% | 43 |
|
|
2024
Q4 | $580K | Buy |
8,843
+1,108
| +14% | +$72.7K | 0.29% | 47 |
|
|
2024
Q3 | $546K | Buy |
7,735
+306
| +4% | +$21.6K | 0.29% | 45 |
|
|
2024
Q2 | $488K | Buy |
7,429
+1,120
| +18% | +$73.6K | 0.29% | 46 |
|
|
2024
Q1 | $427K | Buy |
6,309
+4,076
| +183% | -$26.4K | 0.27% | 48 |
|
|
2023
Q4 | $428K | Buy |
+2,233
| New | +$428K | 0.29% | 50 |
|