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CM Wealth Advisors’s iShares US Industrials ETF IYJ Stock Holding History

CM Wealth Advisors’s Portfolio IYJ Stock Details IYJ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,280
Closed -$281K – 126
2024
Q1 		$281K Buy
+2,280
New +$281K 0.08% 142
2023
Q3 		– Sell
-2,280
Closed -$248K – 125
2023
Q2 		$248K Buy
+2,280
New +$248K 0.08% 130