GeoWealth 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
$261K Sell
3,699
-4,189
-53% -$295K 0.01% 581
2025
Q1
$565K Buy
+7,888
New +$565K 0.02% 398
2024
Q4
Hold
0
-$22 1786
2024
Q3
Hold
0
1687