Charter Oak Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $666K | Sell |
|
|||||
|
2025
Q2 | $673K | Sell |
|
|||||
|
2025
Q1 | $616K | Sell |
|
|||||
|
2024
Q4 | $681K | Sell |
|
|||||
|
2024
Q3 | $694K | Buy |
|
|||||
|
2024
Q2 | $600K | Sell |
|
|||||
|
2024
Q1 | $673K | Hold |
|
|||||
|
2023
Q4 | $612K | Sell |
|
|||||
|
2023
Q3 | $572K | Sell |
|
|||||
|
2023
Q2 | $611K | Buy |
|
|||||
|
2023
Q1 | $576K | Buy |
|
|||||
|
2022
Q4 | $419K | Sell |
|
|||||
|
2022
Q3 | $402K | Sell |
|
|||||
|
2022
Q2 | $675K | Buy |
|
|||||
|
2022
Q1 | $607K | Buy |
|
|||||
|
2021
Q4 | $610K | Sell |
|
|||||
|
2021
Q3 | $582K | Sell |
|
|||||
|
2021
Q2 | $607K | Sell |
|
|||||
|
2021
Q1 | $605K | Buy |
|
|||||
|
2020
Q4 | $532K | Buy |
|