Spire Wealth Management’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 | $79.5K | Hold |
1,128
| – | – | ﹤0.01% | 1055 |
|
|
2025
Q1 | $80.7K | Hold |
1,128
| – | – | ﹤0.01% | 1117 |
|
|
2024
Q4 | $74K | Hold |
1,128
| – | – | ﹤0.01% | 1147 |
|
|
2024
Q3 | $79.6K | Sell |
1,128
-495
| -30% | -$34.9K | ﹤0.01% | 984 |
|
|
2024
Q2 | $107K | Sell |
1,623
-3
| -0.2% | -$197 | ﹤0.01% | 879 |
|
|
2024
Q1 | $110K | Sell |
1,626
-3
| -0.2% | -$203 | ﹤0.01% | 968 |
|
|
2023
Q4 | $104K | Sell |
1,629
-708
| -30% | -$45K | ﹤0.01% | 989 |
|
|
2023
Q3 | $145K | Buy |
2,337
+399
| +21% | +$24.8K | 0.01% | 814 |
|
|
2023
Q2 | $129K | Buy |
1,938
+63
| +3% | +$4.21K | ﹤0.01% | 882 |
|
|
2023
Q1 | $125K | Buy |
1,875
+450
| +32% | +$29.9K | ﹤0.01% | 895 |
|
|
2022
Q4 | $96K | Buy |
1,425
+297
| +26% | +$20K | 0.01% | 762 |
|
|
2022
Q3 | $68K | Sell |
1,128
-36
| -3% | -$2.17K | ﹤0.01% | 846 |
|
|
2022
Q2 | $76K | Sell |
1,164
-114
| -9% | -$7.44K | ﹤0.01% | 1134 |
|
|
2022
Q1 | $85K | Sell |
1,278
-1,260
| -50% | -$83.8K | ﹤0.01% | 1223 |
|
|
2021
Q4 | $169K | Buy |
2,538
+1,488
| +142% | +$99.1K | ﹤0.01% | 1167 |
|
|
2021
Q3 | $63K | Hold |
1,050
| – | – | ﹤0.01% | 1385 |
|
|
2021
Q2 | $64K | Sell |
1,050
-1,260
| -55% | -$76.8K | ﹤0.01% | 1379 |
|
|
2021
Q1 | $136K | Buy |
+2,310
| New | +$136K | ﹤0.01% | 1245 |
|