Sowell Financial Services’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 | $284K | Buy |
4,030
+10
| +0.2% | +$705 | 0.01% | 806 |
|
|
2025
Q1 | $288K | Buy |
+4,020
| New | +$288K | 0.01% | 783 |
|
|
2023
Q2 | – | Sell |
-4,296
| Closed | -$285K | – | 691 |
|
|
2023
Q1 | $285K | Buy |
+4,296
| New | +$285K | 0.02% | 575 |
|
|
2021
Q2 | – | Sell |
-5,625
| Closed | -$341K | – | 1648 |
|
|
2021
Q1 | $341K | Buy |
5,625
+3,225
| +134% | +$196K | 0.01% | 789 |
|
|
2020
Q4 | $139K | Hold |
2,400
| – | – | 0.01% | 1015 |
|
|
2020
Q3 | $119K | Hold |
2,400
| – | – | 0.01% | 912 |
|
|
2020
Q2 | $102K | Hold |
2,400
| – | – | 0.01% | 959 |
|
|
2020
Q1 | $87K | Hold |
2,400
| – | – | 0.01% | 891 |
|
|
2019
Q4 | $107K | Sell |
2,400
-300
| -11% | -$13.4K | 0.01% | 897 |
|
|
2019
Q3 | $114K | Buy |
+2,700
| New | +$114K | 0.01% | 788 |
|