Caldwell Trust’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 | $24.8K | Hold |
|
|||||
|
2025
Q2 | $24.2K | Hold |
|
|||||
|
2025
Q1 | $22.1K | Hold |
|
|||||
|
2024
Q4 | $22.7K | Hold |
|
|||||
|
2024
Q3 | $22.7K | Hold |
|
|||||
|
2024
Q2 | $20.3K | Hold |
|
|||||
|
2024
Q1 | $21.4K | Hold |
|
|||||
|
2023
Q4 | $19.4K | Hold |
|
|||||
|
2023
Q3 | $17.2K | Hold |
|
|||||
|
2023
Q2 | $18K | Hold |
|
|||||
|
2023
Q1 | $17K | Hold |
|
|||||
|
2022
Q4 | $16.4K | Hold |
|
|||||
|
2022
Q3 | $14.2K | Hold |
|
|||||
|
2022
Q2 | $15K | Hold |
|
|||||
|
2022
Q1 | $17.9K | Hold |
|
|||||
|
2021
Q4 | $19.2K | Hold |
|
|||||
|
2021
Q3 | $18.2K | Hold |
|
|||||
|
2021
Q2 | $18.9K | Hold |
|
|||||
|
2021
Q1 | $18K | Hold |
|
|||||
|
2020
Q4 | $16.5K | Hold |
|
|||||
|
2020
Q3 | $14.2K | Hold |
|
|||||
|
2020
Q2 | $12.8K | Sell |
|
|||||
|
2020
Q1 | $16.8K | Hold |
|
|||||
|
2019
Q4 | $22.6K | Buy |
|