Wealth Enhancement Advisory Services’s iShares US Consumer Staples ETF IYK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $772K | Buy |
10,844
+1,001
| +10% | +$71.2K | ﹤0.01% | 1892 |
|
|
2025
Q1 | $704K | Buy |
9,843
+3,524
| +56% | +$252K | ﹤0.01% | 1811 |
|
|
2024
Q4 | $414K | Buy |
6,319
+3,245
| +106% | +$213K | ﹤0.01% | 2107 |
|
|
2024
Q3 | $217K | Buy |
3,074
+9
| +0.3% | +$635 | ﹤0.01% | 2379 |
|
|
2024
Q2 | $202K | Sell |
3,065
-2,887
| -49% | -$190K | ﹤0.01% | 2290 |
|
|
2024
Q1 | $403K | Sell |
5,952
-51
| -0.8% | -$3.45K | ﹤0.01% | 1715 |
|
|
2023
Q4 | $384K | Hold |
6,003
| – | – | ﹤0.01% | 1663 |
|
|
2023
Q3 | $373K | Buy |
+6,003
| New | +$373K | ﹤0.01% | 1603 |
|