Nikulski Financial’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 | $1.12M | Buy |
+15,935
| New | +$1.12M | 0.31% | 73 |
|
|
2024
Q1 | – | Sell |
-15,159
| Closed | -$969K | – | 135 |
|
|
2023
Q4 | $969K | Sell |
15,159
-267
| -2% | -$17.1K | 0.35% | 71 |
|
|
2023
Q3 | $959K | Buy |
15,426
+4,077
| +36% | +$253K | 0.4% | 65 |
|
|
2023
Q2 | $758K | Buy |
11,349
+1,593
| +16% | +$106K | 0.31% | 77 |
|
|
2023
Q1 | $648K | Hold |
9,756
| – | – | 0.29% | 80 |
|
|
2022
Q4 | $659K | Buy |
9,756
+813
| +9% | +$55K | 0.31% | 71 |
|
|
2022
Q3 | $536K | Sell |
8,943
-6
| -0.1% | -$360 | 0.28% | 78 |
|
|
2022
Q2 | $582K | Buy |
+8,949
| New | +$582K | 0.29% | 77 |
|