Beaumont Financial 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	$226K	Hold	1,534	–	–	0.02%	339
2025 Q4	$227K	Hold	1,534	–	–	0.02%	342
2025 Q3	$224K	Hold	1,534	–	–	0.02%	375
2025 Q2	$218K	Buy	+1,534	New	+$204K	0.02%	355
2025 Q1	–	Sell	-1,534	Closed	-$205K	–	376
2024 Q4	$205K	Hold	1,534	–	–	0.02%	358
2024 Q3	$205K	Buy	+1,534	New	+$193K	0.02%	338
2023 Q3	–	Sell	-2,565	Closed	-$257K	–	337
2023 Q2	$257K	Hold	2,565	–	–	0.02%	285
2023 Q1	$257K	Sell	2,565 -975	-28%	-$97.5K	0.03%	270
2022 Q4	$341K	Buy	+3,540	New	+$334K	0.03%	227
2018 Q4	–	Sell	-6,734	Closed	-$526K	–	222
2018 Q3	$526K	Hold	6,734	–	–	0.05%	144
2018 Q2	$484K	Hold	6,734	–	–	0.05%	136
2018 Q1	$488K	Buy	+6,734	New	+$507K	0.05%	139
2017 Q1	–	Sell	-24,096	Closed	-$1.45M	–	195
2016 Q4	$1.45M	Sell	24,096 -45,750	-66%	-$2.68M	0.22%	79
2016 Q3	$3.99M	Sell	69,846 -11,622	-14%	-$660K	0.63%	63
2016 Q2	$4.48M	Buy	+81,468	New	+$4.42M	0.73%	53
2014 Q3	–	Sell	-784,992	Closed	-$40.7M	–	174
2014 Q2	$40.7M	Sell	784,992 -871,992	-53%	-$44.5M	2.88%	2
2014 Q1	$83.4M	Buy	1,656,984 +819,244	+98%	+$40.8M	6.85%	1
2013 Q4	$42.5M	Sell	837,740 -599,106	-42%	-$28.6M	3.49%	2
2013 Q3	$65M	Buy	1,436,846 +422,666	+42%	+$18.6M	5.77%	1
2013 Q2	$42.1M	Buy	+1,014,180	New	+$42M	3.89%	3