HCR Wealth Advisors’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
2021 Q1	–	Sell	-4,425	Closed	-$256K	–	226
2020 Q4	$256K	Hold	4,425	–	–	0.05%	158
2020 Q3	$220K	Hold	4,425	–	–	0.05%	151
2020 Q2	$189K	Hold	4,425	–	–	0.04%	150
2020 Q1	$160K	Hold	4,425	–	–	0.05%	148
2019 Q4	$196K	Buy	+4,425	New	+$189K	0.05%	152
2018 Q3	–	Sell	-11,070	Closed	-$436K	–	168
2018 Q2	$436K	Sell	11,070 -2,400	-18%	-$93.3K	0.14%	116
2018 Q1	$534K	Hold	13,470	–	–	0.19%	106
2017 Q4	$569K	Sell	13,470 -900	-6%	-$37K	0.2%	99
2017 Q3	$578K	Sell	14,370 -600	-4%	-$24.3K	0.24%	91
2017 Q2	$607K	Hold	14,970	–	–	0.3%	76
2017 Q1	$593K	Sell	14,970 -2,250	-13%	-$87.3K	0.3%	79
2016 Q4	$636K	Buy	+17,220	New	+$637K	0.34%	69