Congress Wealth Management’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 | $827K | Buy |
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|
2025
Q1 | $720K | Buy |
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|
2024
Q4 | $724K | Hold |
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|
2024
Q3 | $725K | Sell |
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|
2024
Q2 | $655K | Sell |
|
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|
2024
Q1 | $1.18M | Sell |
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|
2023
Q4 | $1.11M | Sell |
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|
2023
Q3 | $982K | Buy |
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|
2023
Q2 | $912K | Sell |
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|
2023
Q1 | $888K | Sell |
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|
2022
Q4 | $909K | Sell |
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|
2022
Q3 | $827K | Sell |
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|
2022
Q2 | $880K | Sell |
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|
2022
Q1 | $1.1M | Sell |
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|
2021
Q4 | $1.28M | Buy |
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