Corient Private Wealth’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 | $1.32M | Buy |
9,265
+5,864
| +172% | +$835K | ﹤0.01% | 1291 |
|
|
2025
Q1 | $443K | Buy |
3,401
+1,138
| +50% | +$148K | ﹤0.01% | 1651 |
|
|
2024
Q4 | $302K | Sell |
2,263
-2,345
| -51% | -$313K | ﹤0.01% | 1888 |
|
|
2024
Q3 | $616K | Sell |
4,608
-340
| -7% | -$45.5K | ﹤0.01% | 1598 |
|
|
2024
Q2 | $591K | Buy |
4,948
+79
| +2% | +$9.44K | ﹤0.01% | 1551 |
|
|
2024
Q1 | $612K | Buy |
4,869
+1,199
| +33% | +$151K | ﹤0.01% | 1520 |
|
|
2023
Q4 | $420K | Buy |
+3,670
| New | +$420K | ﹤0.01% | 1693 |
|
|
2023
Q3 | – | Sell |
-2,725
| Closed | -$289K | – | 2179 |
|
|
2023
Q2 | $289K | Sell |
2,725
-407
| -13% | -$43.2K | ﹤0.01% | 1710 |
|
|
2023
Q1 | $314K | Buy |
+3,132
| New | +$314K | ﹤0.01% | 1579 |
|