Reilly Financial 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
2021
Q4
$30K Hold
450
﹤0.01% 493
2021
Q3
$27K Hold
450
﹤0.01% 475
2021
Q2
$28K Hold
450
﹤0.01% 470
2021
Q1
$27K Hold
450
﹤0.01% 480
2020
Q4
$26K Hold
450
﹤0.01% 445
2020
Q3
$22K Hold
450
﹤0.01% 432
2020
Q2
$19K Hold
450
﹤0.01% 459
2020
Q1
$16K Hold
450
﹤0.01% 473
2019
Q4
$20K Hold
450
﹤0.01% 506
2019
Q3
$19K Hold
450
﹤0.01% 523
2019
Q2
$18K Hold
450
﹤0.01% 560
2019
Q1
$18K Hold
450
﹤0.01% 548
2018
Q4
$16K Hold
450
﹤0.01% 549
2018
Q3
$18K Hold
450
﹤0.01% 577
2018
Q2
$18K Hold
450
﹤0.01% 534
2018
Q1
$18K Hold
450
﹤0.01% 523
2017
Q4
$19K Hold
450
﹤0.01% 527
2017
Q3
$18K Hold
450
﹤0.01% 524
2017
Q2
$18K Hold
450
﹤0.01% 521
2017
Q1
$18K Hold
450
﹤0.01% 499
2016
Q4
$17K Hold
450
﹤0.01% 476
2016
Q3
$17K Hold
450
﹤0.01% 432
2016
Q2
$17K Sell
450
-336
-43% -$12.7K ﹤0.01% 413
2016
Q1
$29K Buy
786
+336
+75% +$12.4K 0.01% 373
2015
Q4
$16K Hold
450
﹤0.01% 498
2015
Q3
$15K Hold
450
﹤0.01% 671
2015
Q2
$16K Hold
450
﹤0.01% 734
2015
Q1
$16K Hold
450
﹤0.01% 721
2014
Q4
$16K Hold
450
﹤0.01% 435
2014
Q3
$15K Hold
450
﹤0.01% 446
2014
Q2
$15K Hold
450
﹤0.01% 467
2014
Q1
$14K Hold
450
﹤0.01% 493
2013
Q4
$14K Hold
450
﹤0.01% 465
2013
Q3
$13K Hold
450
﹤0.01% 415
2013
Q2
$13K Buy
+450
New +$13K ﹤0.01% 414