Avondale 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 | $142K | Hold |
1,000
| – | – | 0.08% | 64 |
|
2025
Q1 | $130K | Hold |
1,000
| – | – | 0.08% | 56 |
|
2024
Q4 | $134K | Buy |
1,000
+500
| +100% | +$66.8K | 0.09% | 55 |
|
2024
Q3 | $66.8K | Sell |
500
-500
| -50% | -$66.8K | 0.04% | 76 |
|
2024
Q2 | $119K | Buy |
1,000
+500
| +100% | +$59.7K | 0.08% | 60 |
|
2024
Q1 | $62.9K | Hold |
500
| – | – | 0.04% | 78 |
|
2023
Q4 | $57.2K | Hold |
500
| – | – | 0.05% | 76 |
|
2023
Q3 | $50.4K | Sell |
500
-500
| -50% | -$50.4K | 0.04% | 80 |
|
2023
Q2 | $106K | Hold |
1,000
| – | – | 0.09% | 61 |
|
2023
Q1 | $100K | Hold |
1,000
| – | – | 0.09% | 61 |
|
2022
Q4 | $96.5K | Hold |
1,000
| – | – | 0.08% | 51 |
|
2022
Q3 | $84K | Hold |
1,000
| – | – | 0.09% | 58 |
|
2022
Q2 | $88K | Buy |
+1,000
| New | +$88K | 0.1% | 50 |
|