Perigon Wealth Management’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 | $551K | Buy |
7,813
+1
| +0% | +$70 | 0.01% | 643 |
|
|
2025
Q1 | $559K | Hold |
7,812
| – | – | 0.01% | 609 |
|
|
2024
Q4 | $504K | Hold |
7,812
| – | – | 0.01% | 638 |
|
|
2024
Q3 | $551K | Buy |
7,812
+1
| +0% | +$71 | 0.01% | 585 |
|
|
2024
Q2 | $514K | Buy |
7,811
+2
| +0% | +$132 | 0.01% | 526 |
|
|
2024
Q1 | $528K | Buy |
7,809
+9
| +0.1% | +$609 | 0.02% | 519 |
|
|
2023
Q4 | $498K | Hold |
7,800
| – | – | 0.02% | 497 |
|
|
2023
Q3 | $485K | Sell |
7,800
-243
| -3% | -$15.1K | 0.02% | 450 |
|
|
2023
Q2 | $537K | Hold |
8,043
| – | – | 0.02% | 441 |
|
|
2023
Q1 | $534K | Hold |
8,043
| – | – | 0.03% | 381 |
|
|
2022
Q4 | $544K | Buy |
+8,043
| New | +$544K | 0.03% | 375 |
|