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Sowell Financial Services’s iShares US Consumer Staples ETF IYK Stock Holding History

Sowell Financial Services’s Portfolio IYK Stock Details IYK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-4,030
Closed -$284K – 1106
2025
Q2 		$284K Buy
4,030
+10
+0.2% +$704 0.01% 806
2025
Q1 		$288K Buy
+4,020
New +$273K 0.01% 783
2023
Q2 		– Sell
-4,296
Closed -$285K – 691
2023
Q1 		$285K Buy
+4,296
New +$281K 0.02% 575
2021
Q2 		– Sell
-5,625
Closed -$341K – 1647
2021
Q1 		$341K Buy
5,625
+3,225
+134% +$189K 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% -$12.8K 0.01% 897
2019
Q3 		$114K Buy
+2,700
New +$112K 0.01% 788

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