Vertex Planning Partners’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 | $237K | Hold |
3,368
| – | – | 0.05% | 170 |
|
|
2025
Q1 | $241K | Sell |
3,368
-66
| -2% | -$4.72K | 0.05% | 163 |
|
|
2024
Q4 | $225K | Hold |
3,434
| – | – | 0.05% | 172 |
|
|
2024
Q3 | $242K | Hold |
3,434
| – | – | 0.06% | 147 |
|
|
2024
Q2 | $226K | Sell |
3,434
-1
| -0% | -$66 | 0.06% | 142 |
|
|
2024
Q1 | $232K | Hold |
3,435
| – | – | 0.06% | 145 |
|
|
2023
Q4 | $220K | Buy |
+3,435
| New | +$220K | 0.07% | 152 |
|