Spire Wealth Management’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	–	Sell	-160	Closed	-$23.7K	–	2338
2025 Q4	$23.7K	Sell	160 -406	-72%	-$59.3K	﹤0.01%	1422
2025 Q3	$82.6K	Sell	566 -320	-36%	-$46.3K	﹤0.01%	1066
2025 Q2	$126K	Sell	886 -26	-3%	-$3.46K	﹤0.01%	892
2025 Q1	$119K	Sell	912 -46	-5%	-$6.24K	﹤0.01%	978
2024 Q4	$128K	Buy	958 +566	+144%	+$77.9K	﹤0.01%	954
2024 Q3	$52.4K	Sell	392 -208	-35%	-$26.2K	﹤0.01%	1118
2024 Q2	$71.7K	Hold	600	–	–	﹤0.01%	999
2024 Q1	$75.4K	Buy	600 +320	+114%	+$37.8K	﹤0.01%	1084
2023 Q4	$31.7K	Buy	280 +208	+289%	+$21.8K	﹤0.01%	1357
2023 Q3	$7.23K	Buy	72 +46	+177%	+$4.89K	﹤0.01%	1832
2023 Q2	$2.73K	Hold	26	–	–	﹤0.01%	2138
2023 Q1	$2.57K	Buy	+26	New	+$2.6K	﹤0.01%	2207
2022 Q3	–	Sell	-25	Closed	-$2K	–	2394
2022 Q2	$2K	Hold	25	–	–	﹤0.01%	2366
2022 Q1	$3K	Hold	25	–	–	﹤0.01%	2332
2021 Q4	$3K	Sell	25 -17	-40%	-$1.89K	﹤0.01%	2699
2021 Q3	$5K	Hold	42	–	–	﹤0.01%	2279
2021 Q2	$5K	Hold	42	–	–	﹤0.01%	2311
2021 Q1	$4K	Buy	+42	New	+$4.21K	﹤0.01%	2693