Symphony Financial 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	$284K	Hold	4,033	–	–	0.17%	63
2025 Q1	$289K	Buy	4,033 +450	+13%	+$32.2K	0.19%	58
2024 Q4	$235K	Buy	3,583 +150	+4%	+$9.84K	0.19%	69
2024 Q3	$242K	Buy	3,433 +300	+10%	+$21.2K	0.21%	68
2024 Q2	$205K	Buy	+3,133	New	+$205K	0.18%	79