Concurrent Investment Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History

Concurrent Investment Advisors’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 Q3	$618K	Buy
2025 Q2	$627K	Buy
2025 Q1	$570K	Buy
2024 Q4	$521K	Buy