Focus Financial Network’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
2025 Q3	–	Sell	-6,529	Closed	-$460K	–	757
2025 Q2	$460K	Buy	6,529 +3,371	+107%	+$237K	0.02%	451
2025 Q1	$226K	Sell	3,158 -933	-23%	-$63.4K	0.01%	622
2024 Q4	$268K	Sell	4,091 -1,918	-32%	-$132K	0.01%	584
2024 Q3	$424K	Sell	6,009 -103	-2%	-$7.1K	0.02%	446
2024 Q2	$414K	Sell	6,112 -113	-2%	-$7.51K	0.02%	447
2024 Q1	$404K	Buy	6,225 +9	+0.1%	+$587	0.02%	421
2023 Q4	$397K	Sell	6,216 -1,731	-22%	-$108K	0.01%	503
2023 Q3	$499K	Sell	7,947 -7,542	-49%	-$498K	0.03%	361
2023 Q2	$1.03M	Sell	15,489 -756	-5%	-$50.7K	0.06%	230
2023 Q1	$1.08M	Buy	16,245 +2,976	+22%	+$195K	0.07%	218
2022 Q4	$897K	Buy	13,269 +6,663	+101%	+$439K	0.07%	199
2022 Q3	$396K	Buy	6,606 +270	+4%	+$17.7K	0.03%	321
2022 Q2	$412K	Buy	6,336 +1,755	+38%	+$118K	0.03%	315
2022 Q1	$306K	Buy	+4,581	New	+$305K	0.02%	398
2021 Q1	–	Sell	-6,396	Closed	-$370K	–	461
2020 Q4	$370K	Buy	+6,396	New	+$339K	0.03%	310