The Family Firm’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 | – | Sell |
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|
2025
Q1 | $216K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $213K | Sell |
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|
2024
Q2 | $199K | Sell |
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|
2024
Q1 | $215K | Buy |
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|
2023
Q4 | $203K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $415K | Sell |
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|
2023
Q1 | $477K | Buy |
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|
2022
Q4 | $421K | Buy |
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|
2022
Q3 | $368K | Hold |
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|
2022
Q2 | $399K | Buy |
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|
2022
Q1 | $408K | Buy |
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|
2021
Q4 | $406K | Buy |
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|
2021
Q3 | $372K | Sell |
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|
2021
Q2 | $616K | Sell |
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|
2021
Q1 | $614K | Hold |
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|
2020
Q4 | $612K | Buy |
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|
2020
Q3 | $516K | Buy |
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|
2020
Q2 | $439K | Buy |
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|
2020
Q1 | $369K | Sell |
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|
2019
Q4 | $493K | Buy |
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|
2019
Q3 | $463K | Sell |
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|
2019
Q2 | $464K | Sell |
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|
2019
Q1 | $551K | Buy |
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|
2018
Q4 | $489K | Buy |
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|
2018
Q3 | $498K | Sell |
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|
2018
Q2 | $629K | Buy |
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|
2018
Q1 | $247K | Buy |
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