United Capital Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $245K | Sell |
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|
2023
Q3 | $2.28M | Buy |
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|
2023
Q2 | $2.4M | Sell |
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|
2023
Q1 | $2.67M | Sell |
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|
2022
Q4 | $6.25M | Buy |
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|
2022
Q3 | $5.52M | Sell |
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|
2022
Q2 | $6.12M | Buy |
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|
2022
Q1 | $6.26M | Buy |
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|
2021
Q4 | $6.22M | Buy |
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|
2021
Q3 | $5.55M | Buy |
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|
2021
Q2 | $5.53M | Buy |
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|
2021
Q1 | $5.25M | Buy |
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|
2020
Q4 | $4.86M | Buy |
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|
2020
Q3 | $1.94M | Sell |
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|
2020
Q2 | $1.69M | Buy |
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|
2020
Q1 | $1.42M | Sell |
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|
2019
Q4 | $1.78M | Buy |
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|
2019
Q3 | $1.62M | Sell |
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|
2019
Q2 | $1.56M | Buy |
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|
2019
Q1 | $1.48M | Sell |
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|
2018
Q4 | $1.42M | Sell |
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|
2018
Q3 | $5.78M | Sell |
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|
2018
Q2 | $7.9M | Sell |
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|
2018
Q1 | $10M | Buy |
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|
2017
Q4 | $7.64M | Sell |
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|
2017
Q3 | $7.66M | Sell |
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|
2017
Q2 | $9.59M | Sell |
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|
2017
Q1 | $11.9M | Sell |
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|
2016
Q4 | $15.6M | Sell |
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|
2016
Q3 | $19M | Buy |
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|
2016
Q2 | $13.4M | Buy |
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|
2016
Q1 | $8.84M | Sell |
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|
2015
Q4 | $15.9M | Buy |
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|
2015
Q3 | $580K | Buy |
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|
2015
Q2 | $462K | Buy |
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|
2015
Q1 | $393K | Buy |
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