BFA
Beaumont Financial Advisors’s iShares US Industrials ETF IYJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Buy |
+1,534
| New | +$218K | 0.02% | 355 |
|
|
2025
Q1 | – | Sell |
-1,534
| Closed | -$205K | – | 376 |
|
|
2024
Q4 | $205K | Hold |
1,534
| – | – | 0.02% | 358 |
|
|
2024
Q3 | $205K | Buy |
+1,534
| New | +$205K | 0.02% | 338 |
|
|
2023
Q3 | – | Sell |
-2,565
| Closed | -$257K | – | 337 |
|
|
2023
Q2 | $257K | Hold |
2,565
| – | – | 0.02% | 285 |
|
|
2023
Q1 | $257K | Sell |
2,565
-975
| -28% | -$97.7K | 0.03% | 270 |
|
|
2022
Q4 | $341K | Buy |
+3,540
| New | +$341K | 0.03% | 227 |
|
|
2018
Q4 | – | Sell |
-3,367
| Closed | -$526K | – | 222 |
|
|
2018
Q3 | $526K | Hold |
3,367
| – | – | 0.05% | 144 |
|
|
2018
Q2 | $484K | Hold |
3,367
| – | – | 0.05% | 136 |
|
|
2018
Q1 | $488K | Buy |
+3,367
| New | +$488K | 0.05% | 139 |
|
|
2017
Q1 | – | Sell |
-12,048
| Closed | -$1.45M | – | 195 |
|
|
2016
Q4 | $1.45M | Sell |
12,048
-22,875
| -66% | -$2.76M | 0.22% | 79 |
|
|
2016
Q3 | $3.99M | Sell |
34,923
-5,811
| -14% | -$664K | 0.63% | 63 |
|
|
2016
Q2 | $4.48M | Buy |
+40,734
| New | +$4.48M | 0.73% | 53 |
|
|
2014
Q3 | – | Sell |
-392,496
| Closed | -$40.7M | – | 174 |
|
|
2014
Q2 | $40.7M | Sell |
392,496
-435,996
| -53% | -$45.2M | 2.88% | 2 |
|
|
2014
Q1 | $83.4M | Buy |
828,492
+409,622
| +98% | +$41.2M | 6.85% | 1 |
|
|
2013
Q4 | $42.5M | Sell |
418,870
-299,553
| -42% | -$30.4M | 3.49% | 2 |
|
|
2013
Q3 | $65M | Buy |
718,423
+211,333
| +42% | +$19.1M | 5.77% | 1 |
|
|
2013
Q2 | $42.1M | Buy |
+507,090
| New | +$42.1M | 3.89% | 3 |
|