AssuredPartners 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	–	Sell	-39,507	Closed	-$2.83M	–	295
2025 Q1	$2.83M	Buy	39,507 +2,286	+6%	+$164K	0.55%	54
2024 Q4	$2.44M	Buy	+37,221	New	+$2.44M	0.48%	57