Stonebridge Financial Planning Group’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
Q2 | $1.22M | Buy |
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|
2025
Q1 | $1.24M | Sell |
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|
2024
Q4 | $1.15M | Buy |
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|
2024
Q3 | $1.24M | Sell |
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|
2024
Q2 | $1.19M | Sell |
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|
2024
Q1 | $1.28M | Buy |
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|
2023
Q4 | $1.21M | Sell |
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|
2023
Q3 | $1.19M | Sell |
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|
2023
Q2 | $1.3M | Buy |
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|
2023
Q1 | $1.29M | Sell |
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|
2022
Q4 | $1.33M | Buy |
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|
2022
Q3 | $1.18M | Sell |
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|
2022
Q2 | $1.32M | Sell |
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|
2022
Q1 | $1.47M | Sell |
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|
2021
Q4 | $1.49M | Sell |
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|
2021
Q3 | $1.4M | Sell |
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|
2021
Q2 | $1.41M | Sell |
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|
2021
Q1 | $1.39M | Sell |
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|
2020
Q4 | $1.34M | Buy |
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|
2020
Q3 | $1.17M | Buy |
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|
2020
Q2 | $976K | Sell |
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|
2020
Q1 | $880K | Sell |
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|
2019
Q4 | $1.15M | Buy |
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