Geneos Wealth Management’s iShares US Industrials ETF IYJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $432K | Hold |
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|
2025
Q2 | $422K | Sell |
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|
2025
Q1 | $586K | Buy |
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|
2024
Q4 | $243K | Hold |
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|
2024
Q3 | $243K | Sell |
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|
2024
Q2 | $220K | Hold |
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|
2024
Q1 | $232K | Hold |
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|
2023
Q4 | $211K | Hold |
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|
2023
Q3 | $186K | Hold |
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|
2023
Q2 | $195K | Hold |
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|
2023
Q1 | $184K | Hold |
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|
2022
Q4 | $178K | Hold |
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|
2022
Q3 | $154K | Sell |
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|
2022
Q2 | $174K | Hold |
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|
2022
Q1 | $205K | Hold |
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|
2021
Q4 | $220K | Hold |
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|
2021
Q3 | $212K | Hold |
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|
2021
Q2 | $218K | Sell |
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|
2021
Q1 | $223K | Sell |
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|
2020
Q4 | $249K | Sell |
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|
2020
Q3 | $197K | Hold |
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|
2020
Q2 | $174K | Hold |
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|
2020
Q1 | $147K | Hold |
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|
2019
Q4 | $202K | Hold |
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|
2019
Q3 | $189K | Hold |
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|
2019
Q2 | $190K | Hold |
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|
2019
Q1 | $182K | Sell |
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|
2018
Q4 | $206K | Hold |
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|
2018
Q3 | $252K | Sell |
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|
2018
Q2 | $279K | Hold |
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|
2018
Q1 | $281K | Hold |
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|
2017
Q4 | $286K | Buy |
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|
2017
Q3 | $261K | Hold |
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|
2017
Q2 | $248K | Hold |
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|
2017
Q1 | $237K | Sell |
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|
2016
Q4 | $297K | Buy |
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|
2016
Q3 | $144K | Sell |
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|
2016
Q2 | $767K | Buy |
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|
2016
Q1 | $76K | Buy |
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