AE Wealth Management’s iShares US Industrials ETF IYJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Buy |
2,081
+40
| +2% | +$5.69K | ﹤0.01% | 1124 |
|
|
2025
Q1 | $266K | Sell |
2,041
-589
| -22% | -$76.7K | ﹤0.01% | 1137 |
|
|
2024
Q4 | $351K | Sell |
2,630
-299
| -10% | -$39.9K | ﹤0.01% | 1030 |
|
|
2024
Q3 | $392K | Sell |
2,929
-51,120
| -95% | -$6.83M | ﹤0.01% | 950 |
|
|
2024
Q2 | $6.46M | Sell |
54,049
-1,649
| -3% | -$197K | 0.06% | 280 |
|
|
2024
Q1 | $7M | Sell |
55,698
-19,600
| -26% | -$2.46M | 0.08% | 255 |
|
|
2023
Q4 | $8.61M | Buy |
75,298
+49,929
| +197% | +$5.71M | 0.04% | 434 |
|
|
2023
Q3 | $2.56M | Sell |
25,369
-856
| -3% | -$86.4K | 0.02% | 762 |
|
|
2023
Q2 | $2.78M | Sell |
26,225
-39,295
| -60% | -$4.17M | 0.02% | 729 |
|
|
2023
Q1 | $6.56M | Buy |
65,520
+2,752
| +4% | +$276K | 0.04% | 444 |
|
|
2022
Q4 | $6.05M | Buy |
62,768
+24,157
| +63% | +$2.33M | 0.04% | 429 |
|
|
2022
Q3 | $3.24M | Sell |
38,611
-3,454
| -8% | -$289K | 0.03% | 543 |
|
|
2022
Q2 | $3.71M | Buy |
42,065
+949
| +2% | +$83.6K | 0.03% | 471 |
|
|
2022
Q1 | $4.34M | Buy |
41,116
+25,053
| +156% | +$2.64M | 0.03% | 483 |
|
|
2021
Q4 | $1.81M | Buy |
16,063
+616
| +4% | +$69.5K | 0.01% | 732 |
|
|
2021
Q3 | $1.66M | Buy |
15,447
+2,696
| +21% | +$289K | 0.01% | 703 |
|
|
2021
Q2 | $1.42M | Buy |
12,751
+2,549
| +25% | +$283K | 0.01% | 727 |
|
|
2021
Q1 | $1.08M | Sell |
10,202
-3,120
| -23% | -$330K | 0.01% | 741 |
|
|
2020
Q4 | $1.29M | Buy |
13,322
+1,604
| +14% | +$156K | 0.01% | 629 |
|
|
2020
Q3 | $979K | Buy |
+11,718
| New | +$979K | 0.01% | 641 |
|
|
2019
Q4 | – | Sell |
-4,006
| Closed | -$318K | – | 1148 |
|
|
2019
Q3 | $318K | Sell |
4,006
-47,620
| -92% | -$3.78M | 0.01% | 764 |
|
|
2019
Q2 | $4.09M | Buy |
+51,626
| New | +$4.09M | 0.12% | 147 |
|