Wealth Management 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	$489K	Hold	3,316	–	–	0.14%	105
2025 Q4	$491K	Hold	3,316	–	–	0.14%	99
2025 Q3	$484K	Sell	3,316 -5	-0.2%	-$724	0.15%	96
2025 Q2	$478K	Hold	3,321	–	–	0.17%	90
2025 Q1	$432K	Hold	3,321	–	–	0.2%	85
2024 Q4	$443K	Sell	3,321 -89	-3%	-$12.2K	0.19%	81
2024 Q3	$456K	Sell	3,410 -5	-0.1%	-$629	0.21%	75
2024 Q2	$408K	Sell	3,415 -123	-3%	-$15K	0.2%	74
2024 Q1	$445K	Sell	3,538 -1,452	-29%	-$172K	0.23%	75
2023 Q4	$571K	Sell	4,990 -580	-10%	-$60.7K	0.32%	64
2023 Q3	$562K	Hold	5,570	–	–	0.35%	58
2023 Q2	$591K	Sell	5,570 -354	-6%	-$35.4K	0.37%	56
2023 Q1	$593K	Sell	5,924 -76	-1%	-$7.6K	0.41%	51
2022 Q4	$585K	Hold	6,000	–	–	0.49%	49
2022 Q3	$525K	Sell	6,000 -1,000	-14%	-$93.7K	0.46%	53
2022 Q2	$606K	Sell	7,000 -1,000	-13%	-$96.1K	0.53%	48
2022 Q1	$835K	Hold	8,000	–	–	0.6%	38
2021 Q4	$880K	Sell	8,000 -62	-0.8%	-$6.88K	0.6%	40
2021 Q3	$864K	Sell	8,062 -250	-3%	-$28.1K	0.64%	41
2021 Q2	$924K	Buy	8,312 +4,849	+140%	+$535K	0.64%	45
2021 Q1	$371K	Sell	3,463 -251	-7%	-$25.2K	0.28%	74
2020 Q4	$357K	Buy	+3,714	New	+$339K	0.28%	81