Ball & Co Wealth Management’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
$31K Buy
449
+53
+13% +$3.66K 0.03% 38
2025
Q1
$28K Buy
396
+52
+15% +$3.68K 0.03% 36
2024
Q4
$22K Buy
+344
New +$22K 0.02% 42