DLCIG
D.L. Carlson Investment Group’s iShares US Industrials ETF IYJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Sell |
7,055
-514
| -7% | -$73.1K | 0.18% | 89 |
|
|
2025
Q1 | $985K | Sell |
7,569
-912
| -11% | -$119K | 0.19% | 94 |
|
|
2024
Q4 | $1.13M | Sell |
8,481
-1,933
| -19% | -$258K | 0.2% | 90 |
|
|
2024
Q3 | $1.39M | Sell |
10,414
-1,510
| -13% | -$202K | 0.25% | 88 |
|
|
2024
Q2 | $1.42M | Sell |
11,924
-50
| -0.4% | -$5.97K | 0.27% | 88 |
|
|
2024
Q1 | $1.51M | Sell |
11,974
-657
| -5% | -$82.6K | 0.29% | 83 |
|
|
2023
Q4 | $1.5M | Sell |
12,631
-1,635
| -11% | -$195K | 0.31% | 78 |
|
|
2023
Q3 | $1.44M | Sell |
14,266
-798
| -5% | -$80.5K | 0.29% | 77 |
|
|
2023
Q2 | $1.6M | Buy |
15,064
+422
| +3% | +$44.7K | 0.31% | 77 |
|
|
2023
Q1 | $1.47M | Sell |
14,642
-692
| -5% | -$69.3K | 0.33% | 74 |
|
|
2022
Q4 | $1.48M | Sell |
15,334
-5,022
| -25% | -$484K | 0.32% | 74 |
|
|
2022
Q3 | $1.71M | Sell |
20,356
-1,902
| -9% | -$159K | 0.37% | 70 |
|
|
2022
Q2 | $1.96M | Sell |
22,258
-930
| -4% | -$82K | 0.41% | 70 |
|
|
2022
Q1 | $2.45M | Sell |
23,188
-16,671
| -42% | -$1.76M | 0.41% | 70 |
|
|
2021
Q4 | $4.49M | Sell |
39,859
-298
| -0.7% | -$33.6K | 0.72% | 54 |
|
|
2021
Q3 | $4.3M | Sell |
40,157
-860
| -2% | -$92.2K | 0.75% | 52 |
|
|
2021
Q2 | $4.56M | Buy |
41,017
+276
| +0.7% | +$30.7K | 0.79% | 51 |
|
|
2021
Q1 | $4.31M | Buy |
40,741
+16,687
| +69% | +$1.76M | 0.79% | 55 |
|
|
2020
Q4 | $2.34M | Buy |
24,054
+22,237
| +1,224% | +$2.16M | 0.42% | 71 |
|
|
2020
Q3 | $304K | Buy |
+1,817
| New | +$304K | 0.06% | 114 |
|