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WJ Wealth Management’s iShares US Consumer Staples ETF IYK Stock Holding History

WJ Wealth Management’s Portfolio IYK Stock Details IYK Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-42,580
Closed -$8.63M – 59
2022
Q4 		$8.63M Buy
42,580
+4,647
+12% +$942K 5.01% 12
2022
Q3 		$6.81M Buy
37,933
+12,738
+51% +$2.29M 4.27% 10
2022
Q2 		$4.92M Buy
+25,195
New +$4.92M 3.5% 12