WealthCare Investment 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 | $3.17M | Sell |
44,558
-5,073
| -10% | -$361K | 1.14% | 24 |
|
|
2025
Q1 | $3.51M | Sell |
49,631
-18,571
| -27% | -$1.31M | 1.49% | 18 |
|
|
2024
Q4 | $4.45M | Sell |
68,202
-23,130
| -25% | -$1.51M | 1.94% | 13 |
|
|
2024
Q3 | $6.27M | Sell |
91,332
-6,784
| -7% | -$466K | 2.75% | 4 |
|
|
2024
Q2 | $6.45M | Sell |
98,116
-1,621
| -2% | -$107K | 3% | 4 |
|
|
2024
Q1 | $6.75M | Sell |
99,737
-4,363
| -4% | -$295K | 3.26% | 4 |
|
|
2023
Q4 | $6.73M | Sell |
104,100
-9,711
| -9% | -$628K | 3.67% | 4 |
|
|
2023
Q3 | $7.02M | Sell |
113,811
-117
| -0.1% | -$7.22K | 4.27% | 4 |
|
|
2023
Q2 | $7.64M | Buy |
113,928
+1,947
| +2% | +$131K | 4.59% | 3 |
|
|
2023
Q1 | $7.44M | Buy |
111,981
+28,191
| +34% | +$1.87M | 4.5% | 3 |
|
|
2022
Q4 | $5.66M | Buy |
83,790
+38,175
| +84% | +$2.58M | 3.86% | 6 |
|
|
2022
Q3 | $2.73M | Buy |
45,615
+22,245
| +95% | +$1.33M | 2.26% | 8 |
|
|
2022
Q2 | $1.52M | Buy |
+23,370
| New | +$1.52M | 1.3% | 19 |
|