EWM
Evercore Wealth Management’s iShares US Industrials ETF IYJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-278
| Closed | -$41K | – | 572 |
|
|
2017
Q4 | $41K | Hold |
278
| – | – | ﹤0.01% | 612 |
|
|
2017
Q3 | $39K | Hold |
278
| – | – | ﹤0.01% | 607 |
|
|
2017
Q2 | $37K | Hold |
278
| – | – | ﹤0.01% | 618 |
|
|
2017
Q1 | $35K | Hold |
278
| – | – | ﹤0.01% | 660 |
|
|
2016
Q4 | $34K | Hold |
278
| – | – | ﹤0.01% | 667 |
|
|
2016
Q3 | $32K | Hold |
278
| – | – | ﹤0.01% | 695 |
|
|
2016
Q2 | $31K | Hold |
278
| – | – | ﹤0.01% | 681 |
|
|
2016
Q1 | $30K | Hold |
278
| – | – | ﹤0.01% | 658 |
|
|
2015
Q4 | $29K | Hold |
278
| – | – | ﹤0.01% | 696 |
|
|
2015
Q3 | $26K | Hold |
278
| – | – | ﹤0.01% | 685 |
|
|
2015
Q2 | $30K | Sell |
278
-144
| -34% | -$15.5K | ﹤0.01% | 721 |
|
|
2015
Q1 | $46K | Buy |
+422
| New | +$46K | ﹤0.01% | 641 |
|
|
2014
Q4 | – | Sell |
-422
| Closed | -$43K | – | 930 |
|
|
2014
Q3 | $43K | Hold |
422
| – | – | ﹤0.01% | 634 |
|
|
2014
Q2 | $43K | Hold |
422
| – | – | ﹤0.01% | 636 |
|
|
2014
Q1 | $42K | Hold |
422
| – | – | ﹤0.01% | 619 |
|
|
2013
Q4 | $43K | Hold |
422
| – | – | ﹤0.01% | 581 |
|
|
2013
Q3 | $39K | Hold |
422
| – | – | ﹤0.01% | 594 |
|
|
2013
Q2 | $36K | Buy |
+422
| New | +$36K | ﹤0.01% | 604 |
|