Arkadios Wealth Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$777K	Buy	11,094 +956	+9%	+$68.7K	0.01%	904
2025 Q4	$678K	Buy	10,138 +6,389	+170%	+$434K	0.01%	873
2025 Q3	$256K	Sell	3,749 -402	-10%	-$28K	0.01%	1220
2025 Q2	$293K	Buy	+4,151	New	+$292K	0.01%	1070
2024 Q3	–	Sell	-3,843	Closed	-$253K	–	955
2024 Q2	$253K	Sell	3,843 -967	-20%	-$64.3K	0.02%	690
2024 Q1	$325K	Sell	4,810 -566	-11%	-$36.9K	0.03%	514
2023 Q4	$344K	Sell	5,376 -561	-9%	-$34.9K	0.03%	476
2023 Q3	$369K	Sell	5,937 -330	-5%	-$21.8K	0.04%	422
2023 Q2	$418K	Buy	6,267 +459	+8%	+$30.8K	0.05%	353
2023 Q1	$386K	Sell	5,808 -99	-2%	-$6.48K	0.05%	367
2022 Q4	$399K	Buy	5,907 +378	+7%	+$24.9K	0.05%	334
2022 Q3	$331K	Buy	5,529 +1,089	+25%	+$71.5K	0.05%	352
2022 Q2	$288K	Buy	4,440 +708	+19%	+$47.6K	0.04%	407
2022 Q1	$249K	Buy	+3,732	New	+$249K	0.03%	470