Concurrent Investment Advisors’s iShares US Industrials ETF IYJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$270K Sell
2025
Q1
$256K Buy
2024
Q3
Sell
2024
Q2
$4.84M Buy
2024
Q1
$5.05M Buy
2023
Q4
$4.51M Buy