Waterloo Capital’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 | $1.29M | Sell |
18,232
-392
| -2% | -$27.6K | 0.1% | 164 |
|
|
2025
Q1 | $1.33M | Buy |
18,624
+568
| +3% | +$40.7K | 0.12% | 152 |
|
|
2024
Q4 | $1.18M | Buy |
18,056
+13
| +0.1% | +$853 | 0.12% | 153 |
|
|
2024
Q3 | $1.27M | Buy |
18,043
+178
| +1% | +$12.6K | 0.14% | 147 |
|
|
2024
Q2 | $1.17M | Sell |
17,865
-1,085
| -6% | -$71.3K | 0.14% | 139 |
|
|
2024
Q1 | $1.28M | Sell |
18,950
-17,497
| -48% | -$1.18M | 0.16% | 127 |
|
|
2023
Q4 | $2.33M | Buy |
+36,447
| New | +$2.33M | 0.38% | 67 |
|