IFG Advisory’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 | – | Sell |
-4,528
| Closed | -$671K | – | 633 |
|
|
2025
Q4 | $671K | Buy |
4,528
+272
| +6% | +$39.7K | 0.03% | 439 |
|
|
2025
Q3 | $621K | Sell |
4,256
-62
| -1% | -$8.98K | 0.03% | 449 |
|
|
2025
Q2 | $615K | Sell |
4,318
-188
| -4% | -$25.1K | 0.03% | 436 |
|
|
2025
Q1 | $587K | Sell |
4,506
-34
| -0.7% | -$4.61K | 0.03% | 408 |
|
|
2024
Q4 | $606K | Buy |
+4,540
| New | +$625K | 0.03% | 380 |
|
|
2024
Q3 | – | Sell |
-4,822
| Closed | -$576K | – | 513 |
|
|
2024
Q2 | $576K | Buy |
+4,822
| New | +$588K | 0.04% | 372 |
|
|
2024
Q1 | – | Sell |
-5,716
| Closed | -$654K | – | 480 |
|
|
2023
Q4 | $654K | Buy |
5,716
+2
| +0% | +$209 | 0.05% | 321 |
|
|
2023
Q3 | $577K | Buy |
+5,714
| New | +$607K | 0.05% | 320 |
|
|
2023
Q2 | – | Sell |
-5,868
| Closed | -$588K | – | 416 |
|
|
2023
Q1 | $588K | Sell |
5,868
-590
| -9% | -$59K | 0.05% | 287 |
|
|
2022
Q4 | $622K | Buy |
6,458
+2
| +0% | +$189 | 0.06% | 275 |
|
|
2022
Q3 | $540K | Sell |
6,456
-894
| -12% | -$83.8K | 0.05% | 303 |
|
|
2022
Q2 | $647K | Buy |
7,350
+1
| +0% | +$96 | 0.07% | 254 |
|
|
2022
Q1 | $774K | Sell |
7,349
-39
| -0.5% | -$4.12K | 0.08% | 235 |
|
|
2021
Q4 | $832K | Buy |
7,388
+1
| +0% | +$111 | 0.08% | 222 |
|
|
2021
Q3 | $791K | Buy |
7,387
+172
| +2% | +$19.3K | 0.09% | 219 |
|
|
2021
Q2 | $801K | Buy |
7,215
+126
| +2% | +$13.9K | 0.09% | 223 |
|
|
2021
Q1 | $749K | Buy |
7,089
+115
| +2% | +$11.5K | 0.09% | 233 |
|
|
2020
Q4 | $677K | Buy |
6,974
+298
| +4% | +$27.2K | 0.09% | 222 |
|
|
2020
Q3 | $558K | Sell |
6,676
-1,048
| -14% | -$85.2K | 0.09% | 222 |
|
|
2020
Q2 | $582K | Sell |
7,724
-162
| -2% | -$11.3K | 0.1% | 207 |
|
|
2020
Q1 | $489K | Hold |
7,886
| – | – | 0.11% | 195 |
|
|
2019
Q4 | $661K | Sell |
7,886
-160
| -2% | -$13.1K | 0.12% | 194 |
|
|
2019
Q3 | $639K | Buy |
+8,046
| New | +$634K | 0.12% | 193 |
|
Other funds holding IYJ
PCH
KA
