Concord Wealth Partners’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
$30.7K Sell
216
-214
-50% -$30.5K ﹤0.01% 402
2025
Q1
$56K Hold
430
0.01% 305
2024
Q4
$57.4K Buy
+430
New +$57.4K 0.01% 309