Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $45K | Hold |
342
| – | – | 0.03% | 219 |
|
|
2024
Q3 | $45K | Sell |
342
-234
| -41% | -$30.8K | 0.01% | 498 |
|
|
2024
Q2 | $68K | Hold |
576
| – | – | 0.02% | 425 |
|
|
2024
Q1 | $72.4K | Hold |
576
| – | – | 0.02% | 413 |
|
|
2023
Q4 | $65K | Hold |
576
| – | – | 0.02% | 412 |
|
|
2023
Q3 | $58.1K | Buy |
+576
| New | +$58.1K | 0.02% | 414 |
|
|
2023
Q1 | $58K | Buy |
+576
| New | +$58K | 0.02% | 414 |
|
|
2022
Q4 | – | Sell |
-576
| Closed | -$48K | – | 730 |
|
|
2022
Q3 | $48K | Buy |
+576
| New | +$48K | 0.02% | 406 |
|