World Investment 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
2025 Q3	–	Sell	-5,233	Closed	-$369K	–	1262
2025 Q2	$369K	Sell	5,233 -638	-11%	-$44.9K	0.01%	838
2025 Q1	$420K	Sell	5,871 -1,607	-21%	-$109K	0.01%	747
2024 Q4	$490K	Buy	7,478 +239	+3%	+$16.4K	0.01%	670
2024 Q3	$511K	Buy	7,239 +35	+0.5%	+$2.41K	0.02%	590
2024 Q2	$474K	Buy	7,204 +21	+0.3%	+$1.4K	0.03%	414
2024 Q1	$486K	Buy	7,183 +1,819	+34%	+$119K	0.07%	222
2023 Q4	$343K	Sell	5,364 -261	-5%	-$16.2K	0.04%	281
2023 Q3	$353K	Hold	5,625	–	–	0.07%	180
2023 Q2	$375K	Buy	5,625 +141	+3%	+$9.46K	0.07%	164
2023 Q1	$364K	Sell	5,484 -69	-1%	-$4.52K	0.08%	160
2022 Q4	$375K	Buy	5,553 +108	+2%	+$7.11K	0.09%	156
2022 Q3	$326K	Buy	5,445 +300	+6%	+$19.7K	0.08%	175
2022 Q2	$345K	Buy	5,145 +264	+5%	+$17.7K	0.07%	181
2022 Q1	$326K	Buy	4,881 +90	+2%	+$6K	0.07%	195
2021 Q4	$320K	Buy	4,791 +477	+11%	+$29.9K	0.07%	197
2021 Q3	$258K	Buy	4,314 +42	+1%	+$2.59K	0.06%	206
2021 Q2	$262K	Buy	4,272 +228	+6%	+$13.7K	0.06%	207
2021 Q1	$238K	Buy	+4,044	New	+$237K	0.06%	198