Atticus Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-409
| Closed | -$58.2K | – | 421 |
|
|
2025
Q2 | $58.2K | Sell |
409
-28
| -6% | -$3.73K | 0.02% | 301 |
|
|
2025
Q1 | $56.9K | Sell |
437
-57
| -12% | -$7.73K | 0.02% | 221 |
|
|
2024
Q4 | $66K | Hold |
494
| – | – | 0.02% | 216 |
|
|
2024
Q3 | $66K | Buy |
494
+181
| +58% | +$22.8K | 0.02% | 218 |
|
|
2024
Q2 | $37.4K | Hold |
313
| – | – | 0.01% | 263 |
|
|
2024
Q1 | $39.4K | Hold |
313
| – | – | 0.01% | 267 |
|
|
2023
Q4 | $35.8K | Buy |
313
+2
| +0.6% | +$209 | 0.01% | 272 |
|
|
2023
Q3 | $31.4K | Sell |
311
-300
| -49% | -$31.9K | 0.01% | 294 |
|
|
2023
Q2 | $64.8K | Buy |
611
+1
| +0.2% | +$100 | 0.02% | 230 |
|
|
2023
Q1 | $61.1K | Buy |
610
+1
| +0.2% | +$100 | 0.02% | 228 |
|
|
2022
Q4 | $58.8K | Buy |
609
+2
| +0.3% | +$189 | 0.02% | 234 |
|
|
2022
Q3 | $54K | Hold |
607
| – | – | 0.03% | 225 |
|
|
2022
Q2 | $54K | Hold |
607
| – | – | 0.02% | 245 |
|
|
2022
Q1 | $64K | Buy |
607
+1
| +0.2% | +$106 | 0.02% | 227 |
|
|
2021
Q4 | $68K | Buy |
606
+2
| +0.3% | +$222 | 0.03% | 196 |
|
|
2021
Q3 | $65K | Hold |
604
| – | – | 0.03% | 207 |
|
|
2021
Q2 | $67K | Buy |
604
+151
| +33% | +$16.7K | 0.03% | 204 |
|
|
2021
Q1 | $48K | Buy |
453
+150
| +50% | +$15.1K | 0.02% | 215 |
|
|
2020
Q4 | $29K | Sell |
303
-1
| -0.3% | -$91 | 0.01% | 243 |
|
|
2020
Q3 | $25K | Buy |
304
+2
| +0.7% | +$163 | 0.01% | 215 |
|
|
2020
Q2 | $23K | Buy |
302
+2
| +0.7% | +$140 | 0.02% | 200 |
|
|
2020
Q1 | $19K | Hold |
300
| – | – | 0.02% | 203 |
|
|
2019
Q4 | $25K | Buy |
+300
| New | +$24.5K | 0.02% | 209 |
|
Other funds holding IYJ
PCH
KA
