Avantax Advisory Services’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 | $480K | Buy |
3,372
+191
| +6% | +$27.2K | ﹤0.01% | 1606 |
|
|
2025
Q1 | $414K | Buy |
3,181
+545
| +21% | +$70.9K | ﹤0.01% | 1634 |
|
|
2024
Q4 | $352K | Buy |
2,636
+780
| +42% | +$104K | ﹤0.01% | 1676 |
|
|
2024
Q3 | $248K | Buy |
+1,856
| New | +$248K | ﹤0.01% | 1884 |
|
|
2024
Q2 | – | Sell |
-1,596
| Closed | -$201K | – | 2100 |
|
|
2024
Q1 | $201K | Sell |
1,596
-392
| -20% | -$49.3K | ﹤0.01% | 1542 |
|
|
2023
Q4 | $227K | Sell |
1,988
-7,332
| -79% | -$838K | ﹤0.01% | 1401 |
|
|
2023
Q3 | $940K | Buy |
9,320
+130
| +1% | +$13.1K | 0.01% | 716 |
|
|
2023
Q2 | $974K | Sell |
9,190
-1,643
| -15% | -$174K | 0.01% | 687 |
|
|
2023
Q1 | $1.09M | Sell |
10,833
-288
| -3% | -$28.8K | 0.01% | 643 |
|
|
2022
Q4 | $1.07M | Buy |
11,121
+2,156
| +24% | +$208K | 0.01% | 621 |
|
|
2022
Q3 | $751K | Buy |
+8,965
| New | +$751K | 0.01% | 642 |
|
|
2022
Q2 | – | Sell |
-3,116
| Closed | -$328K | – | 1348 |
|
|
2022
Q1 | $328K | Sell |
3,116
-279
| -8% | -$29.4K | ﹤0.01% | 957 |
|
|
2021
Q4 | $383K | Sell |
3,395
-241
| -7% | -$27.2K | 0.01% | 860 |
|
|
2021
Q3 | $389K | Buy |
3,636
+661
| +22% | +$70.7K | 0.01% | 813 |
|
|
2021
Q2 | $332K | Buy |
+2,975
| New | +$332K | 0.01% | 862 |
|
|
2020
Q4 | – | Sell |
-2,958
| Closed | -$249K | – | 1146 |
|
|
2020
Q3 | $249K | Buy |
+2,958
| New | +$249K | ﹤0.01% | 1111 |
|