Adell Harriman & Carpenter’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 | $441K | Sell |
2,991
-2
| -0.1% | -$309 | 0.03% | 127 |
|
|
2025
Q4 | $443K | Sell |
2,993
-2,207
| -42% | -$322K | 0.03% | 129 |
|
|
2025
Q3 | $759K | Sell |
5,200
-194
| -4% | -$28.1K | 0.05% | 109 |
|
|
2025
Q2 | $768K | Hold |
5,394
| – | – | 0.05% | 109 |
|
|
2025
Q1 | $702K | Sell |
5,394
-2,000
| -27% | -$271K | 0.05% | 111 |
|
|
2024
Q4 | $987K | Hold |
7,394
| – | – | 0.07% | 99 |
|
|
2024
Q3 | $988K | Hold |
7,394
| – | – | 0.07% | 100 |
|
|
2024
Q2 | $883K | Hold |
7,394
| – | – | 0.07% | 101 |
|
|
2024
Q1 | $929K | Hold |
7,394
| – | – | 0.08% | 102 |
|
|
2023
Q4 | $846K | Hold |
7,394
| – | – | 0.08% | 103 |
|
|
2023
Q3 | $746K | Hold |
7,394
| – | – | 0.08% | 107 |
|
|
2023
Q2 | $786K | Sell |
7,394
-94
| -1% | -$9.39K | 0.08% | 107 |
|
|
2023
Q1 | $750K | Hold |
7,488
| – | – | 0.08% | 112 |
|
|
2022
Q4 | $722K | Sell |
7,488
-200
| -3% | -$18.9K | 0.08% | 112 |
|
|
2022
Q3 | $644K | Hold |
7,688
| – | – | 0.08% | 116 |
|
|
2022
Q2 | $678K | Sell |
7,688
-400
| -5% | -$38.4K | 0.08% | 99 |
|
|
2022
Q1 | $853K | Hold |
8,088
| – | – | 0.08% | 112 |
|
|
2021
Q4 | $912K | Sell |
8,088
-200
| -2% | -$22.2K | 0.08% | 113 |
|
|
2021
Q3 | $888K | Hold |
8,288
| – | – | 0.09% | 112 |
|
|
2021
Q2 | $921K | Hold |
8,288
| – | – | 0.1% | 113 |
|
|
2021
Q1 | $876K | Sell |
8,288
-200
| -2% | -$20.1K | 0.11% | 105 |
|
|
2020
Q4 | $824K | Hold |
8,488
| – | – | 0.11% | 102 |
|
|
2020
Q3 | $709K | Hold |
8,488
| – | – | 0.11% | 100 |
|
|
2020
Q2 | $640K | Hold |
8,488
| – | – | 0.11% | 92 |
|
|
2020
Q1 | $527K | Sell |
8,488
-230
| -3% | -$17.9K | 0.11% | 94 |
|
|
2019
Q4 | $731K | Sell |
8,718
-760
| -8% | -$62K | 0.12% | 96 |
|
|
2019
Q3 | $753K | Buy |
+9,478
| New | +$747K | 0.14% | 95 |
|
Other funds holding IYJ
PCH
KA
