Patten & Patten’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 | $212K | Hold |
3,009
| – | – | 0.01% | 307 |
|
|
2025
Q1 | $215K | Sell |
3,009
-50
| -2% | -$3.58K | 0.01% | 303 |
|
|
2024
Q4 | $201K | Sell |
3,059
-330
| -10% | -$21.6K | 0.01% | 311 |
|
|
2024
Q3 | $239K | Buy |
+3,389
| New | +$239K | 0.02% | 285 |
|
|
2024
Q2 | – | Sell |
-3,039
| Closed | -$206K | – | 310 |
|
|
2024
Q1 | $206K | Buy |
+3,039
| New | +$206K | 0.01% | 300 |
|