P.J. Schmidt Investment Management (PJS)’s iShares US Consumer Staples ETF IYK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $457K | Sell |
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|
2025
Q1 | $856K | Sell |
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|
2024
Q4 | $1.43M | Sell |
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|
2024
Q3 | $1.54M | Sell |
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|
2024
Q2 | $1.47M | Sell |
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|
2024
Q1 | $1.53M | Buy |
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|
2023
Q4 | $1.43M | Sell |
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|
2023
Q3 | $1.38M | Sell |
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|
2023
Q2 | $1.56M | Sell |
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|
2023
Q1 | $1.57M | Buy |
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|
2022
Q4 | $768K | Buy |
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|
2022
Q3 | $524K | Buy |
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|
2022
Q2 | $511K | Buy |
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