Global Retirement Partners’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 Q4	$447K	Sell	6,687 -191	-3%	-$13K	0.01%	1008
2025 Q3	$470K	Sell	6,878 -15	-0.2%	-$1.05K	0.01%	784
2025 Q2	$486K	Buy	+6,893	New	+$485K	0.01%	725
2024 Q4	$310K	Buy	4,727 +532	+13%	+$36.5K	0.01%	788
2024 Q3	$296K	Buy	4,195 +564	+16%	+$38.9K	0.01%	785
2024 Q2	$239K	Sell	3,631 -78	-2%	-$5.18K	0.01%	825
2024 Q1	$251K	Buy	3,709 +148	+4%	+$9.65K	0.01%	715
2023 Q4	$229K	Buy	3,561 +2,058	+137%	+$128K	0.01%	704
2023 Q3	$92.7K	Sell	1,503 -336	-18%	-$22.2K	﹤0.01%	968
2023 Q2	$123K	Buy	1,839 +39	+2%	+$2.62K	0.01%	858
2023 Q1	$123K	Sell	1,800 -864	-32%	-$56.5K	0.01%	839
2022 Q4	$180K	Buy	2,664 +21	+0.8%	+$1.38K	0.01%	620
2022 Q3	$174K	Buy	2,643 +60	+2%	+$3.94K	0.01%	608
2022 Q2	$168K	Buy	2,583 +504	+24%	+$33.9K	0.01%	597
2022 Q1	$139K	Buy	+2,079	New	+$138K	0.01%	649
2021 Q4	–	Sell	-267	Closed	-$16K	–	1053
2021 Q3	$16K	Sell	267 -3	-1%	-$185	﹤0.01%	1278
2021 Q2	$16K	Buy	270 +3	+1%	+$180	﹤0.01%	1256
2021 Q1	$16K	Buy	267 +54	+25%	+$3.16K	﹤0.01%	1171
2020 Q4	$12K	Buy	+213	New	+$11.3K	﹤0.01%	1208
2020 Q2	–	Sell	-150	Closed	-$5K	–	1671
2020 Q1	$5K	Hold	150	–	–	﹤0.01%	1226
2019 Q4	$7K	Hold	150	–	–	﹤0.01%	1243
2019 Q3	$6K	Hold	150	–	–	﹤0.01%	1252
2019 Q2	$6K	Hold	150	–	–	﹤0.01%	1243
2019 Q1	$6K	Hold	150	–	–	﹤0.01%	1200
2018 Q4	$5K	Hold	150	–	–	﹤0.01%	1163
2018 Q3	$6K	Hold	150	–	–	﹤0.01%	1184
2018 Q2	$6K	Buy	+150	New	+$5.83K	﹤0.01%	1157