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Optivise Advisory Services’s iShares US Industrials ETF IYJ Stock Holding History

Optivise Advisory Services’s Portfolio IYJ Stock Details IYJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$457K Hold
3,210
– – 0.23% 102
2025
Q1 		$418K Hold
3,210
– – 0.23% 93
2024
Q4 		$429K Hold
3,210
– – 0.23% 100
2024
Q3 		$429K Hold
3,210
– – 0.23% 93
2024
Q2 		$383K Buy
+3,210
New +$383K 0.21% 103