Vertex Planning Partners’s iShares US Consumer Staples ETF IYK Stock Holding History

Vertex Planning Partners’s Portfolio IYK Stock Details IYK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$224K	Sell
2025 Q2	$237K	Hold
2025 Q1	$241K	Sell
2024 Q4	$225K	Hold
2024 Q3	$242K	Hold
2024 Q2	$226K	Sell
2024 Q1	$232K	Hold
2023 Q4	$220K	Buy