Stonebridge Financial Planning Group’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	$546K	Buy	3,699 +1	+0%	+$155	0.2%	118
2025 Q4	$548K	Buy	3,698 +1	+0%	+$146	0.2%	113
2025 Q3	$539K	Buy	3,697 +1	+0%	+$145	0.2%	113
2025 Q2	$526K	Sell	3,696 -24	-0.6%	-$3.2K	0.22%	109
2025 Q1	$484K	Sell	3,720 -75	-2%	-$10.2K	0.22%	110
2024 Q4	$507K	Buy	3,795 +1	+0%	+$138	0.23%	107
2024 Q3	$507K	Buy	3,794 +1	+0%	+$126	0.24%	104
2024 Q2	$453K	Sell	3,793 -116	-3%	-$14.1K	0.23%	107
2024 Q1	$491K	Sell	3,909 -149	-4%	-$17.6K	0.26%	99
2023 Q4	$464K	Sell	4,058 -49	-1%	-$5.12K	0.27%	95
2023 Q3	$414K	Sell	4,107 -200	-5%	-$21.2K	0.27%	96
2023 Q2	$457K	Sell	4,307 -200	-4%	-$20K	0.28%	85
2023 Q1	$451K	Sell	4,507 -199	-4%	-$19.9K	0.29%	89
2022 Q4	$454K	Hold	4,706	–	–	0.3%	84
2022 Q3	$394K	Sell	4,706 -199	-4%	-$18.6K	0.28%	86
2022 Q2	$432K	Sell	4,905 -298	-6%	-$28.6K	0.29%	76
2022 Q1	$549K	Sell	5,203 -54	-1%	-$5.7K	0.31%	71
2021 Q4	$556K	Hold	5,257	–	–	0.29%	67
2021 Q3	$587K	Sell	5,257 -199	-4%	-$22.3K	0.29%	73
2021 Q2	$616K	Hold	5,456	–	–	0.33%	64
2021 Q1	$597K	Hold	5,456	–	–	0.35%	58
2020 Q4	$530K	Buy	5,456 +2	+0%	+$183	0.34%	57
2020 Q3	$481K	Sell	5,454 -708	-11%	-$57.6K	0.35%	59
2020 Q2	$467K	Sell	6,162 -548	-8%	-$38.4K	0.4%	52
2020 Q1	$441K	Sell	6,710 -548	-8%	-$42.7K	0.44%	49
2019 Q4	$608K	Buy	+7,258	New	+$592K	0.55%	44