Creative Planning’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 | $2.71M | Buy |
19,019
+1
| +0% | +$142 | ﹤0.01% | 1101 |
|
|
2025
Q1 | $2.48M | Sell |
19,018
-64
| -0.3% | -$8.33K | ﹤0.01% | 1045 |
|
|
2024
Q4 | $2.55M | Sell |
19,082
-533
| -3% | -$71.2K | ﹤0.01% | 985 |
|
|
2024
Q3 | $2.62M | Buy |
19,615
+319
| +2% | +$42.6K | ﹤0.01% | 926 |
|
|
2024
Q2 | $2.3M | Hold |
19,296
| – | – | ﹤0.01% | 926 |
|
|
2024
Q1 | $2.43M | Buy |
19,296
+289
| +2% | +$36.3K | ﹤0.01% | 889 |
|
|
2023
Q4 | $2.17M | Buy |
19,007
+294
| +2% | +$33.6K | ﹤0.01% | 890 |
|
|
2023
Q3 | $1.89M | Sell |
18,713
-48
| -0.3% | -$4.84K | ﹤0.01% | 867 |
|
|
2023
Q2 | $1.99M | Hold |
18,761
| – | – | ﹤0.01% | 817 |
|
|
2023
Q1 | $1.88M | Hold |
18,761
| – | – | ﹤0.01% | 792 |
|
|
2022
Q4 | $1.81M | Buy |
18,761
+10,155
| +118% | +$980K | ﹤0.01% | 783 |
|
|
2022
Q3 | $721K | Sell |
8,606
-5,684
| -40% | -$476K | ﹤0.01% | 1117 |
|
|
2022
Q2 | $1.26M | Buy |
14,290
+8,570
| +150% | +$755K | ﹤0.01% | 871 |
|
|
2022
Q1 | $603K | Hold |
5,720
| – | – | ﹤0.01% | 1231 |
|
|
2021
Q4 | $645K | Buy |
5,720
+10
| +0.2% | +$1.13K | ﹤0.01% | 1163 |
|
|
2021
Q3 | $612K | Sell |
5,710
-1,925
| -25% | -$206K | ﹤0.01% | 1191 |
|
|
2021
Q2 | $848K | Buy |
7,635
+4,187
| +121% | +$465K | ﹤0.01% | 1010 |
|
|
2021
Q1 | $364K | Buy |
3,448
+169
| +5% | +$17.8K | ﹤0.01% | 1631 |
|
|
2020
Q4 | $318K | Buy |
3,279
+349
| +12% | +$33.8K | ﹤0.01% | 1563 |
|
|
2020
Q3 | $245K | Buy |
+2,930
| New | +$245K | ﹤0.01% | 1538 |
|
|
2017
Q3 | – | Sell |
-178
| Closed | -$12K | – | 2742 |
|
|
2017
Q2 | $12K | Sell |
178
-170
| -49% | -$11.5K | ﹤0.01% | 3475 |
|
|
2017
Q1 | $22K | Buy |
348
+170
| +96% | +$10.7K | ﹤0.01% | 3031 |
|
|
2016
Q4 | $11K | Buy |
+178
| New | +$11K | ﹤0.01% | 3431 |
|
|
2015
Q4 | – | Sell |
-328
| Closed | -$16K | – | 4344 |
|
|
2015
Q3 | $16K | Buy |
+328
| New | +$16K | ﹤0.01% | 2874 |
|
|
2014
Q4 | – | Sell |
-1,364
| Closed | -$69K | – | 4094 |
|
|
2014
Q3 | $69K | Hold |
1,364
| – | – | ﹤0.01% | 1701 |
|
|
2014
Q2 | $71K | Hold |
1,364
| – | – | ﹤0.01% | 1634 |
|
|
2014
Q1 | $69K | Sell |
1,364
-1,120
| -45% | -$56.7K | ﹤0.01% | 1613 |
|
|
2013
Q4 | $126K | Buy |
2,484
+1,014
| +69% | +$51.4K | ﹤0.01% | 1072 |
|
|
2013
Q3 | $67K | Buy |
+1,470
| New | +$67K | ﹤0.01% | 1344 |
|