Smartleaf Asset Management’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 | $792K | Buy |
+11,291
| New | +$792K | 0.07% | 292 |
|
2025
Q1 | – | Sell |
-9,878
| Closed | -$645K | – | 2936 |
|
2024
Q4 | $645K | Buy |
9,878
+1,586
| +19% | +$104K | 0.07% | 287 |
|
2024
Q3 | $584K | Sell |
8,292
-2,644
| -24% | -$186K | 0.07% | 277 |
|
2024
Q2 | $722K | Buy |
10,936
+2,134
| +24% | +$141K | 0.12% | 195 |
|
2024
Q1 | $594K | Sell |
8,802
-4,110
| -32% | -$278K | 0.12% | 200 |
|
2023
Q4 | $823K | Buy |
+12,912
| New | +$823K | 0.22% | 101 |
|