SFPG
Stonebridge Financial Planning Group’s iShares US Consumer Staples ETF IYK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Buy |
17,297
+6
| +0% | +$423 | 0.51% | 62 |
|
|
2025
Q1 | $1.24M | Sell |
17,291
-296
| -2% | -$21.2K | 0.57% | 58 |
|
|
2024
Q4 | $1.15M | Buy |
17,587
+7
| +0% | +$459 | 0.52% | 60 |
|
|
2024
Q3 | $1.24M | Sell |
17,580
-593
| -3% | -$41.8K | 0.59% | 50 |
|
|
2024
Q2 | $1.19M | Sell |
18,173
-792
| -4% | -$52.1K | 0.6% | 50 |
|
|
2024
Q1 | $1.28M | Buy |
18,965
+12,645
| +200% | +$855K | 0.68% | 44 |
|
|
2023
Q4 | $1.21M | Sell |
6,320
-60
| -0.9% | -$11.5K | 0.7% | 42 |
|
|
2023
Q3 | $1.19M | Sell |
6,380
-104
| -2% | -$19.4K | 0.76% | 39 |
|
|
2023
Q2 | $1.3M | Buy |
6,484
+1
| +0% | +$200 | 0.79% | 39 |
|
|
2023
Q1 | $1.29M | Sell |
6,483
-74
| -1% | -$14.7K | 0.83% | 38 |
|
|
2022
Q4 | $1.33M | Buy |
6,557
+1
| +0% | +$203 | 0.89% | 36 |
|
|
2022
Q3 | $1.18M | Sell |
6,556
-239
| -4% | -$43K | 0.82% | 42 |
|
|
2022
Q2 | $1.33M | Sell |
6,795
-533
| -7% | -$104K | 0.9% | 36 |
|
|
2022
Q1 | $1.47M | Sell |
7,328
-76
| -1% | -$15.2K | 0.82% | 40 |
|
|
2021
Q4 | $1.49M | Sell |
7,404
-15
| -0.2% | -$3.03K | 0.78% | 37 |
|
|
2021
Q3 | $1.4M | Sell |
7,419
-199
| -3% | -$37.5K | 0.68% | 42 |
|
|
2021
Q2 | $1.41M | Sell |
7,618
-45
| -0.6% | -$8.3K | 0.75% | 41 |
|
|
2021
Q1 | $1.39M | Sell |
7,663
-40
| -0.5% | -$7.26K | 0.81% | 35 |
|
|
2020
Q4 | $1.34M | Buy |
7,703
+152
| +2% | +$26.4K | 0.85% | 36 |
|
|
2020
Q3 | $1.17M | Buy |
7,551
+3
| +0% | +$466 | 0.84% | 34 |
|
|
2020
Q2 | $976K | Sell |
7,548
-121
| -2% | -$15.6K | 0.83% | 33 |
|
|
2020
Q1 | $880K | Sell |
7,669
-970
| -11% | -$111K | 0.88% | 32 |
|
|
2019
Q4 | $1.15M | Buy |
+8,639
| New | +$1.15M | 1.04% | 29 |
|