Paragon Financial Partners’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	$421K	Buy	2,665 +1	+0%	+$155	0.24%	52
2025 Q4	$395K	Buy	2,664 +2	+0.1%	+$292	0.24%	56
2025 Q3	$388K	Buy	2,662 +2	+0.1%	+$290	0.25%	53
2025 Q2	$379K	Buy	2,660 +2	+0.1%	+$266	0.26%	55
2025 Q1	$346K	Buy	2,658 +1	+0%	+$136	0.27%	54
2024 Q4	$355K	Buy	2,657 +3	+0.1%	+$413	0.27%	52
2024 Q3	$355K	Buy	2,654 +2	+0.1%	+$251	0.26%	60
2024 Q2	$317K	Buy	2,652 +2	+0.1%	+$244	0.25%	63
2024 Q1	$333K	Buy	2,650 +2	+0.1%	+$236	0.27%	60
2023 Q4	$303K	Sell	2,648 -501	-16%	-$52.4K	0.29%	62
2023 Q3	$318K	Sell	3,149 -765	-20%	-$81.3K	0.33%	58
2023 Q2	$415K	Buy	3,914 +5	+0.1%	+$500	0.39%	50
2023 Q1	$392K	Buy	3,909 +5	+0.1%	+$500	0.41%	52
2022 Q4	$377K	Sell	3,904 -384	-9%	-$36.2K	0.42%	50
2022 Q3	$359K	Sell	4,288 -125	-3%	-$11.7K	0.4%	48
2022 Q2	$389K	Buy	4,413 +5	+0.1%	+$480	0.4%	50
2022 Q1	$465K	Buy	4,408 +5	+0.1%	+$528	0.41%	50
2021 Q4	$496K	Buy	+4,403	New	+$488K	0.41%	52