Spire Wealth Management’s iShares US Consumer Staples ETF IYK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$82K Hold
1,128
﹤0.01% 1031
2026
Q1
$79K Hold
1,128
﹤0.01% 1039
2025
Q4
$75.5K Hold
1,128
﹤0.01% 1063
2025
Q3
$77.1K Hold
1,128
﹤0.01% 1088
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% -$34.1K ﹤0.01% 984
2024
Q2
$107K Sell
1,623
-3
-0.2% -$199 ﹤0.01% 879
2024
Q1
$110K Sell
1,626
-3
-0.2% -$196 ﹤0.01% 968
2023
Q4
$104K Sell
1,629
-708
-30% -$44K ﹤0.01% 989
2023
Q3
$145K Buy
2,337
+399
+21% +$26.4K 0.01% 814
2023
Q2
$129K Buy
1,938
+63
+3% +$4.23K ﹤0.01% 882
2023
Q1
$125K Buy
1,875
+450
+32% +$29.5K ﹤0.01% 895
2022
Q4
$96K Buy
1,425
+297
+26% +$19.5K 0.01% 762
2022
Q3
$68K Sell
1,128
-36
-3% -$2.36K ﹤0.01% 846
2022
Q2
$76K Sell
1,164
-114
-9% -$7.66K ﹤0.01% 1134
2022
Q1
$85K Sell
1,278
-1,260
-50% -$83.9K ﹤0.01% 1223
2021
Q4
$169K Buy
2,538
+1,488
+142% +$93.2K ﹤0.01% 1167
2021
Q3
$63K Hold
1,050
﹤0.01% 1385
2021
Q2
$64K Sell
1,050
-1,260
-55% -$75.8K ﹤0.01% 1379
2021
Q1
$136K Buy
+2,310
New +$135K ﹤0.01% 1245

Other funds holding IYK