SOA 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
2026 Q1	$41.2K	Buy	589 +3	+0.5%	+$216	0.01%	402
2025 Q4	$39.2K	Buy	586 +6	+1%	+$407	0.01%	407
2025 Q3	$39.7K	Buy	580 +4	+0.7%	+$279	0.01%	409
2025 Q2	$40.6K	Buy	576 +3	+0.5%	+$211	0.01%	398
2025 Q1	$41K	Buy	573 +2	+0.4%	+$136	0.01%	369
2024 Q4	$37.4K	Buy	571 +5	+0.9%	+$343	0.01%	367
2024 Q3	$40K	Buy	566 +4	+0.7%	+$276	0.01%	356
2024 Q2	$37K	Buy	562 +3	+0.5%	+$199	0.01%	351
2024 Q1	$37.8K	Buy	559 +1	+0.2%	+$65	0.01%	343
2023 Q4	$35.7K	Buy	558 +9	+2%	+$560	0.01%	339
2023 Q3	$34.1K	Hold	549	–	–	0.01%	337
2023 Q2	$36.6K	Buy	549 +3	+0.5%	+$201	0.01%	330
2023 Q1	$36.3K	Buy	546 +3	+0.6%	+$196	0.01%	324
2022 Q4	$36.7K	Buy	543 +9	+2%	+$592	0.01%	315
2022 Q3	$32K	Hold	534	–	–	0.01%	314
2022 Q2	$34K	Buy	534 +3	+0.6%	+$202	0.01%	304
2022 Q1	$35K	Hold	531	–	–	0.01%	361
2021 Q4	$35K	Buy	531 +6	+1%	+$376	0.01%	352
2021 Q3	$31K	Hold	525	–	–	0.01%	379
2021 Q2	$32K	Buy	525 +3	+0.6%	+$180	0.01%	380
2021 Q1	$30K	Hold	522	–	–	0.01%	331
2020 Q4	$31K	Buy	+522	New	+$27.7K	0.01%	323