Novak & Powell Financial Services’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 | – | Sell |
-5,532
| Closed | -$396K | – | 153 |
|
|
2025
Q1 | $396K | Sell |
5,532
-272
| -5% | -$19.5K | 0.25% | 90 |
|
|
2024
Q4 | $381K | Buy |
5,804
+2,403
| +71% | +$158K | 0.23% | 94 |
|
|
2024
Q3 | $240K | Hold |
3,401
| – | – | 0.14% | 141 |
|
|
2024
Q2 | $224K | Buy |
+3,401
| New | +$224K | 0.14% | 133 |
|
|
2024
Q1 | – | Sell |
-3,534
| Closed | -$229K | – | 152 |
|
|
2023
Q4 | $229K | Buy |
+3,534
| New | +$229K | 0.15% | 120 |
|