Arkadios Wealth Advisors’s iShares US Industrials ETF IYJ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$903K	Buy	6,123 +305	+5%	+$47.2K	0.01%	838
2025 Q4	$862K	Buy	5,818 +1,094	+23%	+$160K	0.02%	763
2025 Q3	$689K	Buy	4,724 +199	+4%	+$28.8K	0.02%	803
2025 Q2	$644K	Sell	4,525 -359	-7%	-$47.8K	0.02%	754
2025 Q1	$636K	Buy	4,884 +1,682	+53%	+$228K	0.02%	620
2024 Q4	$428K	Buy	3,202 +329	+11%	+$45.3K	0.02%	606
2024 Q3	$384K	Sell	2,873 -272	-9%	-$34.2K	0.02%	639
2024 Q2	$376K	Buy	+3,145	New	+$383K	0.03%	562
2023 Q4	–	Sell	-2,417	Closed	-$244K	–	746
2023 Q3	$244K	Sell	2,417 -1,293	-35%	-$137K	0.02%	561
2023 Q2	$393K	Sell	3,710 -826	-18%	-$82.5K	0.05%	366
2023 Q1	$454K	Buy	4,536 +213	+5%	+$21.3K	0.05%	326
2022 Q4	$417K	Sell	4,323 -417	-9%	-$39.3K	0.06%	321
2022 Q3	$397K	Sell	4,740 -4,693	-50%	-$440K	0.06%	321
2022 Q2	$831K	Sell	9,433 -520	-5%	-$50K	0.12%	198
2022 Q1	$1.05M	Buy	9,953 +6,337	+175%	+$669K	0.14%	180
2021 Q4	$408K	Buy	3,616 +269	+8%	+$29.8K	0.05%	377
2021 Q3	$358K	Buy	3,347 +4	+0.1%	+$449	0.05%	361
2021 Q2	$371K	Buy	3,343 +604	+22%	+$66.6K	0.05%	397
2021 Q1	$289K	Buy	2,739 +326	+14%	+$32.7K	0.05%	347
2020 Q4	$234K	Buy	2,413 +3	+0.1%	+$274	0.05%	302
2020 Q3	$213K	Sell	2,410 -438	-15%	-$35.6K	0.11%	165
2020 Q2	$217K	Sell	2,848 -2,090	-42%	-$146K	0.12%	149
2020 Q1	$307K	Sell	4,938 -14	-0.3%	-$1.09K	0.2%	118
2019 Q4	$431K	Buy	+4,952	New	+$404K	0.26%	92