Paragon Financial Partners’s iShares US Industrials ETF IYJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$379K Buy
2,660
+2
+0.1% +$285 0.26% 55
2025
Q1
$346K Buy
2,658
+1
+0% +$130 0.27% 54
2024
Q4
$355K Buy
2,657
+3
+0.1% +$401 0.27% 52
2024
Q3
$355K Buy
2,654
+2
+0.1% +$267 0.26% 60
2024
Q2
$317K Buy
2,652
+2
+0.1% +$239 0.25% 63
2024
Q1
$333K Buy
2,650
+2
+0.1% +$251 0.27% 60
2023
Q4
$303K Sell
2,648
-501
-16% -$57.3K 0.29% 62
2023
Q3
$318K Sell
3,149
-765
-20% -$77.2K 0.33% 58
2023
Q2
$415K Buy
3,914
+5
+0.1% +$530 0.39% 50
2023
Q1
$392K Buy
3,909
+5
+0.1% +$501 0.41% 52
2022
Q4
$377K Sell
3,904
-384
-9% -$37K 0.42% 50
2022
Q3
$359K Sell
4,288
-125
-3% -$10.5K 0.4% 48
2022
Q2
$389K Buy
4,413
+5
+0.1% +$441 0.4% 50
2022
Q1
$465K Buy
4,408
+5
+0.1% +$527 0.41% 50
2021
Q4
$496K Buy
+4,403
New +$496K 0.41% 52