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Brookstone Capital Management’s iShares US Consumer Staples ETF IYK Stock Holding History

Brookstone Capital Management’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
2026
Q2 		$376K Sell
5,180
-467
-8% -$33.4K ﹤0.01% 1018
2026
Q1 		$395K Buy
5,647
+1,929
+52% +$139K ﹤0.01% 946
2025
Q4 		$249K Sell
3,718
-516
-12% -$35K ﹤0.01% 1047
2025
Q3 		$290K Sell
4,234
-480
-10% -$33.5K ﹤0.01% 985
2025
Q2 		$332K Buy
4,714
+1,080
+30% +$76.1K ﹤0.01% 859
2025
Q1 		$260K Sell
3,634
-1,614
-31% -$110K ﹤0.01% 900
2024
Q4 		$344K Buy
5,248
+436
+9% +$30K 0.01% 788
2024
Q3 		$340K Buy
4,812
+254
+6% +$17.5K 0.01% 797
2024
Q2 		$309K Sell
4,558
-33
-0.7% -$2.19K 0.01% 780
2024
Q1 		$310K Sell
4,591
-869
-16% -$56.6K 0.01% 754
2023
Q4 		$349K Sell
5,460
-762
-12% -$47.4K 0.01% 669
2023
Q3 		$379K Sell
6,222
-102
-2% -$6.74K 0.01% 634
2023
Q2 		$419K Sell
6,324
-1,707
-21% -$115K 0.01% 623
2023
Q1 		$542K Sell
8,031
-16,932
-68% -$1.11M 0.01% 569
2022
Q4 		$1.7M Sell
24,963
-45,156
-64% -$2.97M 0.03% 336
2022
Q3 		$4.26M Sell
70,119
-5,637
-7% -$370K 0.1% 190
2022
Q2 		$4.95M Sell
75,756
-9,570
-11% -$643K 0.11% 174
2022
Q1 		$5.91M Buy
85,326
+77,343
+969% +$5.15M 0.12% 171
2021
Q4 		$540K Buy
+7,983
New +$500K 0.01% 503
2021
Q2 		– Sell
-195,219
Closed -$11.5M – 732
2021
Q1 		$11.5M Buy
195,219
+85,002
+77% +$4.98M 0.44% 57
2020
Q4 		$6.37M Buy
110,217
+29,091
+36% +$1.54M 0.25% 84
2020
Q3 		$4.04M Buy
+81,126
New +$3.87M 0.19% 84

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FCFC
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MGIA
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WSFG
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BRWA
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return