U.S. Capital Wealth Advisors’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 | $306K | Buy |
4,339
+874
| +25% | +$61.6K | 0.01% | 706 |
|
|
2025
Q1 | $248K | Buy |
3,465
+103
| +3% | +$7.37K | 0.01% | 750 |
|
|
2024
Q4 | $221K | Buy |
+3,362
| New | +$221K | 0.01% | 753 |
|
|
2023
Q1 | – | Sell |
-456
| Closed | -$30.8K | – | 1089 |
|
|
2022
Q4 | $30.8K | Buy |
+456
| New | +$30.8K | ﹤0.01% | 1001 |
|
|
2022
Q1 | – | Sell |
-4,002
| Closed | -$267K | – | 728 |
|
|
2021
Q4 | $267K | Buy |
+4,002
| New | +$267K | 0.01% | 621 |
|