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

Inspirion Wealth Advisors’s Portfolio IYJ Stock Details IYJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$233K	Hold	1,407	–	–	0.03%	166
2026 Q1	$208K	Hold	1,407	–	–	0.03%	167
2025 Q4	$208K	Sell	1,407 -1,217	-46%	-$178K	0.03%	160
2025 Q3	$351K	Buy	2,624 +1,217	+86%	+$176K	0.05%	111
2025 Q2	$200K	Sell	1,407 -503	-26%	-$67K	0.03%	150
2025 Q1	$249K	Sell	1,910 -482	-20%	-$65.3K	0.03%	133
2024 Q4	$319K	Sell	2,392 -232	-9%	-$31.9K	0.04%	118
2024 Q3	$351K	Sell	2,624 -120	-4%	-$15.1K	0.05%	111
2024 Q2	$328K	Hold	2,744	–	–	0.05%	115
2024 Q1	$345K	Sell	2,744 -50	-2%	-$5.91K	0.06%	110
2023 Q4	$317K	Sell	2,794 -550	-16%	-$57.5K	0.06%	108
2023 Q3	$337K	Sell	3,344 -1,001	-23%	-$106K	0.07%	100
2023 Q2	$461K	Sell	4,345 -50	-1%	-$5K	0.09%	90
2023 Q1	$440K	Sell	4,395 -230	-5%	-$23K	0.09%	89
2022 Q4	$446K	Sell	4,625 -300	-6%	-$28.3K	0.09%	84
2022 Q3	$413K	Sell	4,925 -650	-12%	-$60.9K	0.09%	80
2022 Q2	$491K	Buy	+5,575	New	+$536K	0.11%	76

Other funds holding IYJ

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Adirondack Capital Advisors Syracuse, New York $186M AUM

Magnolia Capital Management Cold Spring, New York $145M AUM 28.95% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Kennicott Capital Management Corte Madera, California $216M AUM 24% 1-Year Est. Return