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Atria Wealth Solutions’s iShares US Consumer Staples ETF IYK Stock Holding History

Atria Wealth Solutions’s Portfolio IYK Stock Details IYK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$350K Sell
4,969
-514
-9% -$36.2K 0.01% 1080
2025
Q1 		$392K Buy
5,483
+1
+0% +$68 ﹤0.01% 1322
2024
Q4 		$360K Sell
5,482
-152
-3% -$10.4K ﹤0.01% 1436
2024
Q3 		$398K Buy
5,634
+2
+0% +$138 ﹤0.01% 1354
2024
Q2 		$370K Buy
5,632
+76
+1% +$5.05K ﹤0.01% 1381
2024
Q1 		$376K Sell
5,556
-4,959
-47% -$323K ﹤0.01% 1403
2023
Q4 		$672K Buy
10,515
+870
+9% +$54.1K 0.01% 1055
2023
Q3 		$604K Sell
9,645
-6,729
-41% -$445K 0.01% 1044
2023
Q2 		$1.09M Buy
16,374
+3,957
+32% +$266K 0.01% 802
2023
Q1 		$825K Buy
12,417
+3,984
+47% +$261K 0.01% 876
2022
Q4 		$570K Buy
8,433
+255
+3% +$16.8K 0.01% 1008
2022
Q3 		$490K Buy
+8,178
New +$537K 0.01% 1029
2022
Q2 		– Sell
-6,177
Closed -$413K – 1768
2022
Q1 		$413K Buy
+6,177
New +$411K 0.01% 1166

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Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return