WA
Wealthstar Advisors’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 | – | Sell |
-35,034
| Closed | -$2.51M | – | 149 |
|
|
2025
Q1 | $2.51M | Buy |
+35,034
| New | +$2.51M | 1.15% | 17 |
|
|
2024
Q2 | – | Sell |
-21,789
| Closed | -$1.47M | – | 91 |
|
|
2024
Q1 | $1.47M | Buy |
+21,789
| New | +$1.47M | 0.51% | 29 |
|
|
2022
Q2 | – | Sell |
-20,605
| Closed | -$4.12M | – | 92 |
|
|
2022
Q1 | $4.12M | Buy |
+20,605
| New | +$4.12M | 1.53% | 13 |
|
|
2019
Q1 | – | Sell |
-1,950
| Closed | -$208K | – | 61 |
|
|
2018
Q4 | $208K | Hold |
1,950
| – | – | 0.16% | 48 |
|
|
2018
Q3 | $231K | Hold |
1,950
| – | – | 0.14% | 50 |
|
|
2018
Q2 | $237K | Hold |
1,950
| – | – | 0.07% | 50 |
|
|
2018
Q1 | $232K | Buy |
+1,950
| New | +$232K | 0.07% | 42 |
|