SYM Financial Corp’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 | $94.1K | Buy |
1,335
+8
| +0.6% | +$564 | 0.01% | 340 |
|
|
2025
Q1 | $95K | Buy |
1,327
+5
| +0.4% | +$358 | 0.01% | 291 |
|
|
2024
Q4 | $86.7K | Buy |
1,322
+10
| +0.8% | +$656 | 0.01% | 267 |
|
|
2024
Q3 | $92.6K | Buy |
1,312
+10
| +0.8% | +$705 | 0.01% | 205 |
|
|
2024
Q2 | $85.6K | Buy |
1,302
+8
| +0.6% | +$526 | 0.01% | 185 |
|
|
2024
Q1 | $87.5K | Buy |
1,294
+4
| +0.3% | +$271 | 0.01% | 110 |
|
|
2023
Q4 | $82.4K | Buy |
1,290
+24
| +2% | +$1.53K | 0.01% | 120 |
|
|
2023
Q3 | $78.7K | Hold |
1,266
| – | – | 0.01% | 113 |
|
|
2023
Q2 | $84.5K | Buy |
1,266
+6
| +0.5% | +$401 | 0.02% | 72 |
|
|
2023
Q1 | $83.7K | Buy |
1,260
+6
| +0.5% | +$398 | 0.02% | 69 |
|
|
2022
Q4 | $84.8K | Buy |
1,254
+9
| +0.7% | +$608 | 0.02% | 72 |
|
|
2022
Q3 | $75K | Buy |
+1,245
| New | +$75K | 0.04% | 67 |
|