CWP
CFM Wealth Partners’s iShares US Industrials ETF IYJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $279K | Hold |
1,963
| – | – | 0.04% | 119 |
|
|
2025
Q1 | $256K | Hold |
1,963
| – | – | 0.05% | 121 |
|
|
2024
Q4 | $262K | Hold |
1,963
| – | – | 0.04% | 122 |
|
|
2024
Q3 | $262K | Hold |
1,963
| – | – | 0.05% | 127 |
|
|
2024
Q2 | $234K | Hold |
1,963
| – | – | 0.04% | 138 |
|
|
2024
Q1 | $247K | Hold |
1,963
| – | – | 0.05% | 141 |
|
|
2023
Q4 | $224K | Buy |
+1,963
| New | +$224K | 0.05% | 153 |
|
|
2023
Q3 | – | Sell |
-1,963
| Closed | -$208K | – | 148 |
|
|
2023
Q2 | $208K | Buy |
+1,963
| New | +$208K | 0.05% | 159 |
|
|
2022
Q2 | – | Sell |
-1,963
| Closed | -$207K | – | 175 |
|
|
2022
Q1 | $207K | Hold |
1,963
| – | – | 0.05% | 179 |
|
|
2021
Q4 | $221K | Hold |
1,963
| – | – | 0.05% | 170 |
|
|
2021
Q3 | $210K | Hold |
1,963
| – | – | 0.05% | 177 |
|
|
2021
Q2 | $218K | Hold |
1,963
| – | – | 0.06% | 165 |
|
|
2021
Q1 | $207K | Buy |
+1,963
| New | +$207K | 0.06% | 166 |
|