Bartlett & Co 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.92M | Hold |
12,335
| – | – | 0.02% | 212 |
|
|
2025
Q4 | $1.83M | Buy |
12,335
+4,967
| +67% | +$726K | 0.02% | 220 |
|
|
2025
Q3 | $1.07M | Hold |
7,368
| – | – | 0.01% | 251 |
|
|
2025
Q2 | $1.05M | Hold |
7,368
| – | – | 0.01% | 251 |
|
|
2025
Q1 | $959K | Buy |
7,368
+1,236
| +20% | +$168K | 0.01% | 256 |
|
|
2024
Q4 | $819K | Hold |
6,132
| – | – | 0.01% | 277 |
|
|
2024
Q3 | $820K | Hold |
6,132
| – | – | 0.01% | 279 |
|
|
2024
Q2 | $732K | Sell |
6,132
-92
| -1% | -$11.2K | 0.01% | 284 |
|
|
2024
Q1 | $782K | Hold |
6,224
| – | – | 0.01% | 288 |
|
|
2023
Q4 | $714K | Sell |
6,224
-110
| -2% | -$11.5K | 0.01% | 313 |
|
|
2023
Q3 | $641K | Hold |
6,334
| – | – | 0.01% | 309 |
|
|
2023
Q2 | $672K | Hold |
6,334
| – | – | 0.01% | 307 |
|
|
2023
Q1 | $634K | Sell |
6,334
-102
| -2% | -$10.2K | 0.01% | 262 |
|
|
2022
Q4 | $621K | Hold |
6,436
| – | – | 0.01% | 265 |
|
|
2022
Q3 | $539K | Hold |
6,436
| – | – | 0.01% | 273 |
|
|
2022
Q2 | $567K | Sell |
6,436
-1
| -0% | -$96 | 0.01% | 269 |
|
|
2022
Q1 | $679K | Buy |
6,437
+851
| +15% | +$89.8K | 0.01% | 264 |
|
|
2021
Q4 | $630K | Buy |
5,586
+3,026
| +118% | +$336K | 0.01% | 275 |
|
|
2021
Q3 | $274K | Hold |
2,560
| – | – | 0.01% | 312 |
|
|
2021
Q2 | $284K | Buy |
2,560
+358
| +16% | +$39.5K | 0.01% | 305 |
|
|
2021
Q1 | $233K | Hold |
2,202
| – | – | ﹤0.01% | 319 |
|
|
2020
Q4 | $214K | Buy |
2,202
+964
| +78% | +$88K | ﹤0.01% | 323 |
|
|
2020
Q3 | $103K | Buy |
1,238
+998
| +416% | +$81.2K | ﹤0.01% | 380 |
|
|
2020
Q2 | $18.1K | Buy |
+240
| New | +$16.8K | ﹤0.01% | 622 |
|
Other funds holding IYJ
PCH
KA
