World Investment Advisors’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 | $369K | Sell |
5,233
-638
| -11% | -$45K | 0.01% | 835 |
|
|
2025
Q1 | $420K | Sell |
5,871
-1,607
| -21% | -$115K | 0.01% | 745 |
|
|
2024
Q4 | $490K | Buy |
7,478
+239
| +3% | +$15.7K | 0.01% | 667 |
|
|
2024
Q3 | $511K | Buy |
7,239
+35
| +0.5% | +$2.47K | 0.02% | 588 |
|
|
2024
Q2 | $474K | Buy |
7,204
+21
| +0.3% | +$1.38K | 0.03% | 414 |
|
|
2024
Q1 | $486K | Buy |
7,183
+1,819
| +34% | +$123K | 0.07% | 222 |
|
|
2023
Q4 | $343K | Sell |
5,364
-261
| -5% | -$16.7K | 0.04% | 281 |
|
|
2023
Q3 | $353K | Hold |
5,625
| – | – | 0.07% | 180 |
|
|
2023
Q2 | $375K | Buy |
5,625
+141
| +3% | +$9.41K | 0.07% | 164 |
|
|
2023
Q1 | $364K | Sell |
5,484
-69
| -1% | -$4.58K | 0.08% | 160 |
|
|
2022
Q4 | $375K | Buy |
5,553
+108
| +2% | +$7.3K | 0.09% | 156 |
|
|
2022
Q3 | $326K | Buy |
5,445
+300
| +6% | +$18K | 0.08% | 175 |
|
|
2022
Q2 | $345K | Buy |
5,145
+264
| +5% | +$17.7K | 0.07% | 181 |
|
|
2022
Q1 | $326K | Buy |
4,881
+90
| +2% | +$6.01K | 0.07% | 195 |
|
|
2021
Q4 | $320K | Buy |
4,791
+477
| +11% | +$31.9K | 0.07% | 197 |
|
|
2021
Q3 | $258K | Buy |
4,314
+42
| +1% | +$2.51K | 0.06% | 206 |
|
|
2021
Q2 | $262K | Buy |
4,272
+228
| +6% | +$14K | 0.06% | 207 |
|
|
2021
Q1 | $238K | Buy |
+4,044
| New | +$238K | 0.06% | 198 |
|