Clearstead Advisors’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 | $1.03M | Buy |
7,232
+5
| +0.1% | +$712 | 0.01% | 435 |
|
|
2025
Q1 | $941K | Sell |
7,227
-237
| -3% | -$30.9K | 0.01% | 424 |
|
|
2024
Q4 | $997K | Buy |
7,464
+8
| +0.1% | +$1.07K | 0.02% | 408 |
|
|
2024
Q3 | $997K | Buy |
7,456
+6
| +0.1% | +$802 | 0.02% | 420 |
|
|
2024
Q2 | $890K | Buy |
7,450
+71
| +1% | +$8.48K | 0.02% | 415 |
|
|
2024
Q1 | $916K | Buy |
7,379
+6
| +0.1% | +$744 | 0.05% | 236 |
|
|
2023
Q4 | $843K | Sell |
7,373
-7,341
| -50% | -$840K | 0.04% | 240 |
|
|
2023
Q3 | $1.48M | Buy |
14,714
+7,357
| +100% | +$742K | 0.04% | 251 |
|
|
2023
Q2 | $780K | Sell |
7,357
-293
| -4% | -$31.1K | 0.05% | 232 |
|
|
2023
Q1 | $766K | Buy |
7,650
+8
| +0.1% | +$801 | 0.06% | 202 |
|
|
2022
Q4 | $737K | Buy |
7,642
+3,042
| +66% | +$293K | 0.06% | 203 |
|
|
2022
Q3 | $385K | Hold |
4,600
| – | – | 0.04% | 270 |
|
|
2022
Q2 | $405K | Hold |
4,600
| – | – | 0.03% | 280 |
|
|
2022
Q1 | $485K | Hold |
4,600
| – | – | 0.03% | 270 |
|
|
2021
Q4 | $519K | Sell |
4,600
-200
| -4% | -$22.6K | 0.04% | 250 |
|
|
2021
Q3 | $514K | Hold |
4,800
| – | – | 0.04% | 235 |
|
|
2021
Q2 | $533K | Hold |
4,800
| – | – | 0.04% | 217 |
|
|
2021
Q1 | $507K | Hold |
4,800
| – | – | 0.04% | 212 |
|
|
2020
Q4 | $466K | Hold |
4,800
| – | – | 0.04% | 211 |
|
|
2020
Q3 | $401K | Hold |
4,800
| – | – | 0.04% | 206 |
|
|
2020
Q2 | $362K | Hold |
4,800
| – | – | 0.04% | 204 |
|
|
2020
Q1 | $298K | Sell |
4,800
-300
| -6% | -$18.6K | 0.04% | 199 |
|
|
2019
Q4 | $427K | Buy |
+5,100
| New | +$427K | 0.05% | 192 |
|