TWM
TSA Wealth Management’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 | $220K | Hold |
3,120
| – | – | 0.08% | 77 |
|
|
2025
Q1 | $223K | Hold |
3,120
| – | – | 0.09% | 71 |
|
|
2024
Q4 | $205K | Hold |
3,120
| – | – | 0.08% | 63 |
|
|
2024
Q3 | $220K | Hold |
3,120
| – | – | 0.09% | 61 |
|
|
2024
Q2 | $205K | Hold |
3,120
| – | – | 0.09% | 62 |
|
|
2024
Q1 | $211K | Buy |
+3,120
| New | +$211K | 0.09% | 56 |
|