Retirement Planning Group (New York)’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
$476K Sell
6,752
-543
-7% -$38.3K 0.42% 45
2025
Q1
$522K Sell
7,295
-224
-3% -$16K 0.53% 39
2024
Q4
$493K Buy
+7,519
New +$493K 0.54% 37