Laidlaw Wealth Management’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 Q1	–	Sell	-3,497	Closed	-$229K	–	109
2024 Q4	$229K	Hold	3,497	–	–	0.1%	158
2024 Q3	$247K	Sell	3,497 -1,326	-27%	-$91.5K	0.12%	151
2024 Q2	$317K	Buy	4,823 +14	+0.3%	+$930	0.17%	128
2024 Q1	$325K	Hold	4,809	–	–	0.18%	128
2023 Q4	$307K	Sell	4,809 -1,602	-25%	-$99.7K	0.11%	182
2023 Q3	$399K	Sell	6,411 -591	-8%	-$39K	0.13%	171
2023 Q2	$467K	Sell	7,002 -564	-7%	-$37.8K	0.09%	204
2023 Q1	$502K	Sell	7,566 -2,499	-25%	-$164K	0.1%	202
2022 Q4	$680K	Buy	+10,065	New	+$662K	0.15%	159
2022 Q3	–	Sell	-4,437	Closed	-$288K	–	347
2022 Q2	$288K	Hold	4,437	–	–	0.06%	279
2022 Q1	$296K	Buy	4,437 +273	+7%	+$18.2K	0.05%	304
2021 Q4	$278K	Buy	+4,164	New	+$261K	0.04%	322