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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $77.1K | Hold |
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|
2025
Q2 | $79.5K | Hold |
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2025
Q1 | $80.7K | Hold |
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|
2024
Q4 | $74K | Hold |
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|
2024
Q3 | $79.6K | Sell |
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|
2024
Q2 | $107K | Sell |
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|
2024
Q1 | $110K | Sell |
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|
2023
Q4 | $104K | Sell |
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|
2023
Q3 | $145K | Buy |
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|
2023
Q2 | $129K | Buy |
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|
2023
Q1 | $125K | Buy |
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|
2022
Q4 | $96K | Buy |
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|
2022
Q3 | $68K | Sell |
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|
2022
Q2 | $76K | Sell |
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|
2022
Q1 | $85K | Sell |
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|
2021
Q4 | $169K | Buy |
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|
2021
Q3 | $63K | Hold |
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|
2021
Q2 | $64K | Sell |
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|
2021
Q1 | $136K | Buy |
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