WAM
Wakefield Asset 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 | $1.49M | Sell |
21,131
-748
| -3% | -$52.7K | 0.42% | 75 |
|
|
2025
Q1 | $1.57M | Sell |
21,879
-3,069
| -12% | -$220K | 0.47% | 66 |
|
|
2024
Q4 | $1.64M | Sell |
24,948
-121
| -0.5% | -$7.94K | 0.55% | 58 |
|
|
2024
Q3 | $1.77M | Buy |
25,069
+108
| +0.4% | +$7.62K | 0.58% | 54 |
|
|
2024
Q2 | $1.64M | Sell |
24,961
-5,494
| -18% | -$361K | 0.57% | 55 |
|
|
2024
Q1 | $2.06M | Buy |
30,455
+20,614
| +209% | +$1.39M | 0.71% | 46 |
|
|
2023
Q4 | $1.89M | Buy |
+9,841
| New | +$1.89M | 0.7% | 46 |
|