Cerity Partners’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 | $735K | Hold |
5,166
| – | – | ﹤0.01% | 1668 |
|
|
2025
Q1 | $672K | Sell |
5,166
-390
| -7% | -$50.8K | ﹤0.01% | 1601 |
|
|
2024
Q4 | $742K | Sell |
5,556
-4,124
| -43% | -$551K | ﹤0.01% | 1560 |
|
|
2024
Q3 | $1.29M | Buy |
+9,680
| New | +$1.29M | ﹤0.01% | 1289 |
|
|
2024
Q1 | – | Sell |
-1,910
| Closed | -$218K | – | 2319 |
|
|
2023
Q4 | $218K | Buy |
+1,910
| New | +$218K | ﹤0.01% | 1674 |
|