Kestra Private Wealth Services’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
$748K Buy
+10,609
New +$748K 0.01% 856
2025
Q1
Sell
-3,335
Closed -$219K 1532
2024
Q4
$219K Sell
3,335
-254
-7% -$16.7K ﹤0.01% 1278
2024
Q3
$253K Buy
+3,589
New +$253K ﹤0.01% 1156