MAI Capital 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
Q3
$500K Buy
2025
Q2
$513K Buy
2025
Q1
$518K Buy
2024
Q4
$473K Buy
2024
Q3
$505K Sell
2024
Q2
$475K Sell
2024
Q1
$509K Buy
2023
Q4
$479K Buy