Creative Financial Designs’s iShares US Consumer Staples ETF IYK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$776K	Buy	11,078 +1,204	+12%	+$86.6K	0.05%	265
2025 Q4	$661K	Buy	9,874 +911	+10%	+$61.8K	0.04%	291
2025 Q3	$613K	Sell	8,963 -244	-3%	-$17K	0.04%	299
2025 Q2	$649K	Buy	9,207 +106	+1%	+$7.47K	0.05%	278
2025 Q1	$651K	Sell	9,101 -1,408	-13%	-$95.6K	0.05%	251
2024 Q4	$689K	Buy	10,509 +1,382	+15%	+$94.9K	0.06%	242
2024 Q3	$644K	Sell	9,127 -712	-7%	-$49.1K	0.05%	254
2024 Q2	$647K	Sell	9,839 -345	-3%	-$22.9K	0.06%	239
2024 Q1	$689K	Sell	10,184 -502	-5%	-$32.7K	0.07%	212
2023 Q4	$683K	Sell	10,686 -1,404	-12%	-$87.3K	0.07%	200
2023 Q3	$752K	Sell	12,090 -1,893	-14%	-$125K	0.09%	174
2023 Q2	$934K	Sell	13,983 -936	-6%	-$62.8K	0.11%	159
2023 Q1	$991K	Sell	14,919 -948	-6%	-$62K	0.13%	146
2022 Q4	$1.07M	Buy	15,867 +87	+0.6%	+$5.73K	0.16%	121
2022 Q3	$946K	Buy	15,780 +51	+0.3%	+$3.35K	0.15%	125
2022 Q2	$1.02M	Buy	15,729 +1,944	+14%	+$131K	0.17%	122
2022 Q1	$921K	Buy	13,785 +9,885	+253%	+$658K	0.14%	135
2021 Q4	$260K	Buy	3,900 +1,815	+87%	+$114K	0.04%	265
2021 Q3	$125K	Buy	+2,085	New	+$128K	0.02%	400