Concurrent 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	$627K	Buy	8,895 +933	+12%	+$65.8K	0.01%	758
2025 Q1	$570K	Buy	7,962 +18	+0.2%	+$1.29K	0.01%	706
2024 Q4	$521K	Buy	+7,944	New	+$521K	0.01%	649