RFG Advisory’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 | $369K | Buy |
5,232
+1,667
| +47% | +$117K | 0.01% | 723 |
|
|
2025
Q1 | $255K | Sell |
3,565
-674
| -16% | -$48.2K | 0.01% | 766 |
|
|
2024
Q4 | $278K | Buy |
4,239
+33
| +0.8% | +$2.16K | 0.01% | 670 |
|
|
2024
Q3 | $297K | Sell |
4,206
-1,012
| -19% | -$71.4K | 0.01% | 623 |
|
|
2024
Q2 | $343K | Sell |
5,218
-4,265
| -45% | -$280K | 0.01% | 567 |
|
|
2024
Q1 | $641K | Sell |
9,483
-9
| -0.1% | -$609 | 0.02% | 450 |
|
|
2023
Q4 | $607K | Buy |
9,492
+1,653
| +21% | +$106K | 0.02% | 404 |
|
|
2023
Q3 | $487K | Buy |
+7,839
| New | +$487K | 0.02% | 412 |
|