Optimum Investment 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
2025 Q1	–	Sell	-400	Closed	-$53.4K	–	645
2024 Q4	$53.4K	Hold	400	–	–	0.02%	334
2024 Q3	$53.5K	Hold	400	–	–	0.02%	350
2024 Q2	$47.8K	Hold	400	–	–	0.02%	361
2024 Q1	$50.3K	Hold	400	–	–	0.02%	366
2023 Q4	$45.7K	Hold	400	–	–	0.02%	363
2023 Q3	$40.4K	Hold	400	–	–	0.02%	388
2023 Q2	$42.4K	Hold	400	–	–	0.02%	393
2023 Q1	$40.1K	Hold	400	–	–	0.02%	398
2022 Q4	$38.6K	Hold	400	–	–	0.02%	413
2022 Q3	$34K	Hold	400	–	–	0.02%	440
2022 Q2	$35K	Hold	400	–	–	0.02%	449
2022 Q1	$42K	Hold	400	–	–	0.02%	468
2021 Q4	$45K	Hold	400	–	–	0.02%	481
2021 Q3	$43K	Hold	400	–	–	0.02%	480
2021 Q2	$44K	Hold	400	–	–	0.01%	532
2021 Q1	$42K	Sell	400 -54	-12%	-$5.42K	0.01%	535
2020 Q4	$44K	Buy	454 +54	+14%	+$4.93K	0.01%	497
2020 Q3	$33K	Hold	400	–	–	0.01%	514
2020 Q2	$30K	Hold	400	–	–	0.01%	532
2020 Q1	$25K	Hold	400	–	–	0.01%	531
2019 Q4	$34K	Hold	400	–	–	0.01%	590
2019 Q3	$32K	Hold	400	–	–	0.01%	597
2019 Q2	$32K	Hold	400	–	–	0.01%	600
2019 Q1	$30K	Hold	400	–	–	0.01%	617
2018 Q4	$26K	Hold	400	–	–	0.01%	601
2018 Q3	$31K	Hold	400	–	–	0.01%	648
2018 Q2	$29K	Hold	400	–	–	0.01%	656
2018 Q1	$29K	Buy	+400	New	+$30.1K	0.01%	636