SA
SFI Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.42M | Sell |
62,708
-4,707
| -7% | -$332K | 3.06% | 15 |
|
|
2025
Q1 | $4.82M | Buy |
67,415
+13,929
| +26% | +$997K | 3.57% | 9 |
|
|
2024
Q4 | $3.51M | Sell |
53,486
-14,158
| -21% | -$929K | 2.46% | 16 |
|
|
2024
Q3 | $4.77M | Sell |
67,644
-1,025
| -1% | -$72.3K | 3.41% | 10 |
|
|
2024
Q2 | $4.51M | Buy |
68,669
+1,496
| +2% | +$98.4K | 3.48% | 9 |
|
|
2024
Q1 | $4.54M | Buy |
67,173
+54,006
| +410% | +$3.65M | 3.56% | 11 |
|
|
2023
Q4 | $2.52M | Sell |
13,167
-4,365
| -25% | -$837K | 2.16% | 20 |
|
|
2023
Q3 | $3.27M | Buy |
17,532
+766
| +5% | +$143K | 3.2% | 11 |
|
|
2023
Q2 | $3.36M | Buy |
16,766
+7,227
| +76% | +$1.45M | 3.19% | 12 |
|
|
2023
Q1 | $1.9M | Buy |
+9,539
| New | +$1.9M | 1.91% | 22 |
|