Clear Creek Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,810
| Closed | -$1.05M | – | 473 |
|
|
2024
Q2 | $1.05M | Buy |
8,810
+1,299
| +17% | +$155K | 0.13% | 146 |
|
|
2024
Q1 | $944K | Buy |
7,511
+1,228
| +20% | +$154K | 0.12% | 154 |
|
|
2023
Q4 | $719K | Buy |
+6,283
| New | +$719K | 0.11% | 155 |
|
|
2023
Q3 | – | Sell |
-2,863
| Closed | -$304K | – | 336 |
|
|
2023
Q2 | $304K | Buy |
+2,863
| New | +$304K | 0.05% | 244 |
|
|
2021
Q3 | – | Sell |
-2,380
| Closed | -$264K | – | 350 |
|
|
2021
Q2 | $264K | Buy |
+2,380
| New | +$264K | 0.04% | 250 |
|