OneDigital Investment Advisors’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
Q1 | – | Sell |
-9,519
| Closed | -$624K | – | 1458 |
|
|
2024
Q4 | $624K | Sell |
9,519
-11,188
| -54% | -$734K | 0.01% | 801 |
|
|
2024
Q3 | $1.46M | Buy |
+20,707
| New | +$1.46M | 0.02% | 540 |
|
|
2024
Q1 | – | Sell |
-5,937
| Closed | -$379K | – | 1132 |
|
|
2023
Q4 | $379K | Sell |
5,937
-2,748
| -32% | -$176K | 0.01% | 827 |
|
|
2023
Q3 | $540K | Sell |
8,685
-1,515
| -15% | -$94.2K | 0.01% | 611 |
|
|
2023
Q2 | $681K | Sell |
10,200
-771
| -7% | -$51.5K | 0.02% | 526 |
|
|
2023
Q1 | $729K | Sell |
10,971
-31,071
| -74% | -$2.06M | 0.02% | 487 |
|
|
2022
Q4 | $2.84M | Buy |
+42,042
| New | +$2.84M | 0.08% | 201 |
|