SOA Wealth 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 | $40.6K | Buy |
576
+3
| +0.5% | +$212 | 0.01% | 398 |
|
|
2025
Q1 | $41K | Buy |
573
+2
| +0.4% | +$143 | 0.01% | 369 |
|
|
2024
Q4 | $37.4K | Buy |
571
+5
| +0.9% | +$328 | 0.01% | 367 |
|
|
2024
Q3 | $40K | Buy |
566
+4
| +0.7% | +$282 | 0.01% | 356 |
|
|
2024
Q2 | $37K | Buy |
562
+3
| +0.5% | +$197 | 0.01% | 351 |
|
|
2024
Q1 | $37.8K | Buy |
559
+1
| +0.2% | +$68 | 0.01% | 343 |
|
|
2023
Q4 | $35.7K | Buy |
558
+9
| +2% | +$576 | 0.01% | 339 |
|
|
2023
Q3 | $34.1K | Hold |
549
| – | – | 0.01% | 337 |
|
|
2023
Q2 | $36.6K | Buy |
549
+3
| +0.5% | +$200 | 0.01% | 330 |
|
|
2023
Q1 | $36.3K | Buy |
546
+3
| +0.6% | +$199 | 0.01% | 324 |
|
|
2022
Q4 | $36.7K | Buy |
543
+9
| +2% | +$609 | 0.01% | 315 |
|
|
2022
Q3 | $32K | Hold |
534
| – | – | 0.01% | 314 |
|
|
2022
Q2 | $34K | Buy |
534
+3
| +0.6% | +$191 | 0.01% | 304 |
|
|
2022
Q1 | $35K | Hold |
531
| – | – | 0.01% | 361 |
|
|
2021
Q4 | $35K | Buy |
531
+6
| +1% | +$395 | 0.01% | 352 |
|
|
2021
Q3 | $31K | Hold |
525
| – | – | 0.01% | 379 |
|
|
2021
Q2 | $32K | Buy |
525
+3
| +0.6% | +$183 | 0.01% | 380 |
|
|
2021
Q1 | $30K | Hold |
522
| – | – | 0.01% | 331 |
|
|
2020
Q4 | $31K | Buy |
+522
| New | +$31K | 0.01% | 323 |
|