EP Wealth Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History

EP Wealth Advisors’s Portfolio IYK Stock Details IYK Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$203K	Buy
2025 Q1	$144K	Sell
2024 Q4	$166K	Buy
2024 Q3	$119K	Buy
2024 Q2	$104K	Sell
2024 Q1	$120K	Sell
2023 Q4	$114K	Sell
2023 Q3	$250K	Buy
2022 Q3	–	Sell
2022 Q2	$225K	Buy