Atria Wealth Solutions’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
$245K Buy
+1,723
New +$245K 0.01% 1263
2024
Q3
Sell
-3,832
Closed -$458K 1962
2024
Q2
$458K Buy
3,832
+363
+10% +$43.4K 0.01% 1274
2024
Q1
$436K Buy
+3,469
New +$436K ﹤0.01% 1323
2023
Q1
Sell
-2,958
Closed -$285K 1899
2022
Q4
$285K Buy
+2,958
New +$285K ﹤0.01% 1385