SFI Advisors, LLC IYK Holdings History
SFI Advisors, LLC's iShares U.S. Consumer Staples ETF Holding Summary
As of 2025-03-31, SFI Advisors, LLC held 67,415.00 shares of iShares U.S. Consumer Staples ETF(IYK), totaling $4.82 Mil. This investment constitutes 3.57% of their stock portfolio, and SFI Advisors, LLC now holds 0.31% of the outstanding iShares U.S. Consumer Staples ETF(IYK) stock.
The initial trade took place in 2023Q1. And since then SFI Advisors, LLC has made 6 purchases of IYK, at an average price of $66.13, for a total of 95,693.00 shares. In addition, there have been 3 sales at an average price of $65.69 for 28,278.00 shares. Based on historical transaction data and IYK's current price of $70.21, SFI Advisors, LLC's estimated gain on his IYK holdings is $262,263.45, reflecting a 4.14% gain to date.
SFI Advisors, LLC IYK ($70.21) Holding Chart
SFI Advisors, LLC IYK ($70.21) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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