Chesapeake Wealth Management’s iShares US Industrials ETF IYJ Stock Holding History

Chesapeake Wealth Management’s Portfolio IYJ Stock Details IYJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$285K	Sell	1,935 -115	-6%	-$17.8K	0.09%	133
2025 Q4	$304K	Hold	2,050	–	–	0.09%	130
2025 Q3	$299K	Buy	2,050 +29	+1%	+$4.2K	0.09%	132
2025 Q2	$288K	Buy	2,021 +60	+3%	+$8K	0.1%	134
2025 Q1	$255K	Sell	1,961 -1,032	-34%	-$140K	0.09%	144
2024 Q4	$400K	Sell	2,993 -15	-0.5%	-$2.06K	0.14%	120
2024 Q3	$402K	Sell	3,008 -4	-0.1%	-$503	0.14%	116
2024 Q2	$360K	Buy	3,012 +81	+3%	+$9.87K	0.13%	119
2024 Q1	$368K	Buy	2,931 +195	+7%	+$23K	0.13%	119
2023 Q4	$313K	Hold	2,736	–	–	0.12%	126
2023 Q3	$276K	Buy	2,736 +171	+7%	+$18.2K	0.12%	129
2023 Q2	$272K	Sell	2,565 -10	-0.4%	-$999	0.11%	136
2023 Q1	$258K	Buy	2,575 +84	+3%	+$8.4K	0.11%	139
2022 Q4	$240K	Hold	2,491	–	–	0.11%	146
2022 Q3	$209K	Buy	2,491 +156	+7%	+$14.6K	0.1%	156
2022 Q2	$206K	Sell	2,335 -22	-0.9%	-$2.11K	0.09%	160
2022 Q1	$249K	Sell	2,357 -168	-7%	-$17.7K	0.09%	169
2021 Q4	$284K	Sell	2,525 -5	-0.2%	-$555	0.1%	170
2021 Q3	$272K	Sell	2,530 -732	-22%	-$82.1K	0.1%	170
2021 Q2	$363K	Sell	3,262 -798	-20%	-$88K	0.12%	161
2021 Q1	$429K	Buy	4,060 +20	+0.5%	+$2.01K	0.14%	141
2020 Q4	$393K	Sell	4,040 -216	-5%	-$19.7K	0.13%	148
2020 Q3	$356K	Sell	4,256 -240	-5%	-$19.5K	0.13%	149
2020 Q2	$339K	Sell	4,496 -24	-0.5%	-$1.68K	0.13%	146
2020 Q1	$281K	Sell	4,520 -18	-0.4%	-$1.4K	0.13%	147
2019 Q4	$380K	Sell	4,538 -706	-13%	-$57.6K	0.15%	138
2019 Q3	$417K	Sell	5,244 -256	-5%	-$20.2K	0.17%	129
2019 Q2	$436K	Sell	5,500 -116	-2%	-$8.97K	0.18%	127
2019 Q1	$426K	Hold	5,616	–	–	0.19%	125
2018 Q4	$361K	Sell	5,616 -386	-6%	-$27.1K	0.18%	123
2018 Q3	$469K	Sell	6,002 -60	-1%	-$4.56K	0.21%	112
2018 Q2	$435K	Sell	6,062 -40	-0.7%	-$2.92K	0.2%	120
2018 Q1	$443K	Buy	+6,102	New	+$459K	0.2%	112