Cresset Asset Management’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	$383K	Buy	2,596 +796	+44%	+$123K	﹤0.01%	1177
2025 Q4	$267K	Hold	1,800	–	–	﹤0.01%	1349
2025 Q3	$263K	Hold	1,800	–	–	﹤0.01%	1302
2025 Q2	$256K	Hold	1,800	–	–	﹤0.01%	1203
2025 Q1	$234K	Hold	1,800	–	–	﹤0.01%	1451
2024 Q4	$240K	Sell	1,800 -4,138	-70%	-$569K	﹤0.01%	1472
2024 Q3	$794K	Sell	5,938 -17,054	-74%	-$2.14M	﹤0.01%	1281
2024 Q2	$2.75M	Buy	22,992 +17,884	+350%	+$2.18M	0.01%	594
2024 Q1	$642K	Hold	5,108	–	–	﹤0.01%	1211
2023 Q4	$584K	Hold	5,108	–	–	﹤0.01%	1147
2023 Q3	$517K	Hold	5,108	–	–	﹤0.01%	1166
2023 Q2	$542K	Buy	5,108 +2,928	+134%	+$293K	﹤0.01%	1236
2023 Q1	$218K	Hold	2,180	–	–	﹤0.01%	723
2022 Q4	$210K	Buy	+2,180	New	+$206K	﹤0.01%	626
2022 Q2	–	Sell	-2,177	Closed	-$229K	–	1025
2022 Q1	$229K	Buy	2,177 +1	+0%	+$106	﹤0.01%	870
2021 Q4	$245K	Buy	+2,176	New	+$241K	﹤0.01%	966
2021 Q2	–	Sell	-3,445	Closed	-$364K	–	1049
2021 Q1	$364K	Buy	+3,445	New	+$346K	0.01%	587