Congress 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	$5.14M	Buy	72,925 +809	+1%	+$57K	0.05%	375
2025 Q1	$5.16M	Buy	+72,116	New	+$5.16M	0.06%	325
2023 Q1	–	Sell	-5,493	Closed	-$371K	–	567
2022 Q4	$371K	Buy	+5,493	New	+$371K	0.01%	451