Congress Wealth Management’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 | $827K | Buy |
5,811
+283
| +5% | +$40.3K | 0.01% | 759 |
|
|
2025
Q1 | $720K | Buy |
5,528
+106
| +2% | +$13.8K | 0.01% | 716 |
|
|
2024
Q4 | $724K | Hold |
5,422
| – | – | 0.01% | 570 |
|
|
2024
Q3 | $725K | Sell |
5,422
-58
| -1% | -$7.75K | 0.01% | 573 |
|
|
2024
Q2 | $655K | Sell |
5,480
-3,943
| -42% | -$471K | 0.01% | 497 |
|
|
2024
Q1 | $1.18M | Sell |
9,423
-302
| -3% | -$38K | 0.02% | 362 |
|
|
2023
Q4 | $1.11M | Sell |
9,725
-8
| -0.1% | -$915 | 0.02% | 382 |
|
|
2023
Q3 | $982K | Buy |
9,733
+1,128
| +13% | +$114K | 0.02% | 375 |
|
|
2023
Q2 | $912K | Sell |
8,605
-261
| -3% | -$27.7K | 0.02% | 349 |
|
|
2023
Q1 | $888K | Sell |
8,866
-554
| -6% | -$55.5K | 0.02% | 354 |
|
|
2022
Q4 | $909K | Sell |
9,420
-451
| -5% | -$43.5K | 0.02% | 346 |
|
|
2022
Q3 | $827K | Sell |
9,871
-124
| -1% | -$10.4K | 0.02% | 347 |
|
|
2022
Q2 | $880K | Sell |
9,995
-473
| -5% | -$41.6K | 0.02% | 347 |
|
|
2022
Q1 | $1.1M | Sell |
10,468
-866
| -8% | -$91.2K | 0.02% | 339 |
|
|
2021
Q4 | $1.28M | Buy |
+11,334
| New | +$1.28M | 0.03% | 342 |
|