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Robertson Stephens Wealth Management’s iShares US Consumer Staples ETF IYK Stock Holding History

Robertson Stephens Wealth Management’s Portfolio IYK Stock Details IYK Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,330
Closed -$439K – 462
2023
Q3 		$439K Hold
2,330
– – 0.03% 320
2023
Q2 		$467K Hold
2,330
– – 0.03% 288
2023
Q1 		$464K Buy
+2,330
New +$464K 0.04% 297