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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $437K | Hold |
2,962
| – | – | 0.01% | 736 |
|
|
2025
Q4 | $439K | Hold |
2,962
| – | – | 0.01% | 703 |
|
|
2025
Q3 | $432K | Hold |
2,962
| – | – | 0.01% | 694 |
|
|
2025
Q2 | $422K | Sell |
2,962
-1,542
| -34% | -$205K | 0.01% | 764 |
|
|
2025
Q1 | $586K | Buy |
4,504
+2,687
| +148% | +$364K | 0.01% | 836 |
|
|
2024
Q4 | $243K | Hold |
1,817
| – | – | 0.01% | 781 |
|
|
2024
Q3 | $243K | Sell |
1,817
-25
| -1% | -$3.14K | 0.01% | 725 |
|
|
2024
Q2 | $220K | Hold |
1,842
| – | – | 0.01% | 683 |
|
|
2024
Q1 | $232K | Hold |
1,842
| – | – | 0.01% | 662 |
|
|
2023
Q4 | $211K | Hold |
1,842
| – | – | 0.01% | 664 |
|
|
2023
Q3 | $186K | Hold |
1,842
| – | – | 0.01% | 702 |
|
|
2023
Q2 | $195K | Hold |
1,842
| – | – | 0.01% | 689 |
|
|
2023
Q1 | $184K | Hold |
1,842
| – | – | 0.01% | 673 |
|
|
2022
Q4 | $178K | Hold |
1,842
| – | – | 0.01% | 661 |
|
|
2022
Q3 | $154K | Sell |
1,842
-110
| -6% | -$10.3K | 0.01% | 675 |
|
|
2022
Q2 | $174K | Hold |
1,952
| – | – | 0.01% | 798 |
|
|
2022
Q1 | $205K | Hold |
1,952
| – | – | 0.01% | 792 |
|
|
2021
Q4 | $220K | Hold |
1,952
| – | – | 0.01% | 822 |
|
|
2021
Q3 | $212K | Hold |
1,952
| – | – | 0.01% | 830 |
|
|
2021
Q2 | $218K | Sell |
1,952
-70
| -3% | -$7.72K | 0.01% | 808 |
|
|
2021
Q1 | $223K | Sell |
2,022
-332
| -14% | -$33.3K | 0.01% | 921 |
|
|
2020
Q4 | $249K | Sell |
2,354
-50
| -2% | -$4.56K | 0.01% | 754 |
|
|
2020
Q3 | $197K | Hold |
2,404
| – | – | 0.01% | 691 |
|
|
2020
Q2 | $174K | Hold |
2,404
| – | – | 0.01% | 712 |
|
|
2020
Q1 | $147K | Hold |
2,404
| – | – | 0.01% | 715 |
|
|
2019
Q4 | $202K | Hold |
2,404
| – | – | 0.01% | 698 |
|
|
2019
Q3 | $189K | Hold |
2,404
| – | – | 0.01% | 679 |
|
|
2019
Q2 | $190K | Hold |
2,404
| – | – | 0.01% | 687 |
|
|
2019
Q1 | $182K | Sell |
2,404
-834
| -26% | -$60.4K | 0.01% | 673 |
|
|
2018
Q4 | $206K | Hold |
3,238
| – | – | 0.02% | 593 |
|
|
2018
Q3 | $252K | Sell |
3,238
-650
| -17% | -$49.4K | 0.02% | 563 |
|
|
2018
Q2 | $279K | Hold |
3,888
| – | – | 0.02% | 466 |
|
|
2018
Q1 | $281K | Hold |
3,888
| – | – | 0.02% | 439 |
|
|
2017
Q4 | $286K | Buy |
3,888
+110
| +3% | +$7.85K | 0.03% | 434 |
|
|
2017
Q3 | $261K | Hold |
3,778
| – | – | 0.03% | 437 |
|
|
2017
Q2 | $248K | Hold |
3,778
| – | – | 0.03% | 439 |
|
|
2017
Q1 | $237K | Sell |
3,778
-1,160
| -23% | -$72.5K | 0.02% | 437 |
|
|
2016
Q4 | $297K | Buy |
4,938
+2,418
| +96% | +$141K | 0.04% | 358 |
|
|
2016
Q3 | $144K | Sell |
2,520
-11,412
| -82% | -$648K | 0.02% | 519 |
|
|
2016
Q2 | $767K | Buy |
13,932
+12,502
| +874% | +$679K | 0.11% | 179 |
|
|
2016
Q1 | $76K | Buy |
+1,430
| New | +$71.1K | 0.01% | 658 |
|
Other funds holding IYJ
PCH
KA
