IFP Advisors’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 | $32K | Sell |
217
-122
| -36% | -$18.9K | ﹤0.01% | 2509 |
|
|
2025
Q4 | $50.2K | Buy |
339
+51
| +18% | +$7.45K | ﹤0.01% | 2186 |
|
|
2025
Q3 | $42K | Buy |
288
+87
| +43% | +$12.6K | ﹤0.01% | 2166 |
|
|
2025
Q2 | $28.6K | Sell |
201
-39
| -16% | -$5.2K | ﹤0.01% | 2351 |
|
|
2025
Q1 | $31.2K | Buy |
240
+133
| +124% | +$18K | ﹤0.01% | 2096 |
|
|
2024
Q4 | $14.3K | Buy |
107
+44
| +70% | +$6.05K | ﹤0.01% | 2398 |
|
|
2024
Q3 | $8.42K | Hold |
63
| – | – | ﹤0.01% | 2494 |
|
|
2024
Q2 | $7.52K | Hold |
63
| – | – | ﹤0.01% | 2438 |
|
|
2024
Q1 | $7.92K | Hold |
63
| – | – | ﹤0.01% | 2317 |
|
|
2023
Q4 | $7.2K | Hold |
63
| – | – | ﹤0.01% | 2299 |
|
|
2023
Q3 | $6.36K | Sell |
63
-20
| -24% | -$2.12K | ﹤0.01% | 2422 |
|
|
2023
Q2 | $8.8K | Sell |
83
-138
| -62% | -$13.8K | ﹤0.01% | 2344 |
|
|
2023
Q1 | $15.5K | Sell |
221
-539
| -71% | -$53.9K | ﹤0.01% | 2116 |
|
|
2022
Q4 | $76K | Buy |
760
+60
| +9% | +$5.66K | ﹤0.01% | 1939 |
|
|
2022
Q3 | $49K | Buy |
700
+306
| +78% | +$28.7K | ﹤0.01% | 2386 |
|
|
2022
Q2 | $27K | Hold |
394
| – | – | ﹤0.01% | 2614 |
|
|
2022
Q1 | $27K | Buy |
394
+170
| +76% | +$17.9K | ﹤0.01% | 2614 |
|
|
2021
Q4 | $25K | Sell |
224
-686
| -75% | -$76.1K | ﹤0.01% | 1847 |
|
|
2021
Q3 | $99K | Sell |
910
-304
| -25% | -$34.1K | ﹤0.01% | 1304 |
|
|
2021
Q2 | $136K | Buy |
1,214
+388
| +47% | +$42.8K | ﹤0.01% | 1088 |
|
|
2021
Q1 | $86K | Sell |
826
-963
| -54% | -$96.6K | ﹤0.01% | 1229 |
|
|
2020
Q4 | $174K | Buy |
1,789
+1,589
| +795% | +$145K | 0.01% | 859 |
|
|
2020
Q3 | $17K | Hold |
200
| – | – | ﹤0.01% | 1708 |
|
|
2020
Q2 | $15K | Sell |
200
-300
| -60% | -$21K | ﹤0.01% | 1668 |
|
|
2020
Q1 | $32K | Sell |
500
-1,262
| -72% | -$98.3K | ﹤0.01% | 1307 |
|
|
2019
Q4 | $149K | Buy |
1,762
+2
| +0.1% | +$163 | 0.01% | 763 |
|
|
2019
Q3 | $139K | Buy |
+1,760
| New | +$139K | 0.01% | 905 |
|
|
2019
Q1 | – | Sell |
-8,858
| Closed | -$564K | – | 2892 |
|
|
2018
Q4 | $564K | Sell |
8,858
-1,796
| -17% | -$126K | 0.03% | 510 |
|
|
2018
Q3 | $832K | Buy |
10,654
+738
| +7% | +$56.1K | 0.03% | 484 |
|
|
2018
Q2 | $712K | Sell |
9,916
-10,952
| -52% | -$801K | 0.03% | 535 |
|
|
2018
Q1 | $1.54M | Hold |
20,868
| – | – | 0.07% | 290 |
|
|
2017
Q4 | $1.54M | Buy |
20,868
+3,970
| +23% | +$283K | 0.07% | 291 |
|
|
2017
Q3 | $1.17M | Buy |
16,898
+3,498
| +26% | +$234K | 0.05% | 401 |
|
|
2017
Q2 | $881K | Sell |
13,400
-7,754
| -37% | -$500K | 0.04% | 468 |
|
|
2017
Q1 | $1.33M | Sell |
21,154
-1,122
| -5% | -$70.1K | 0.06% | 349 |
|
|
2016
Q4 | $1.34M | Buy |
22,276
+16,400
| +279% | +$960K | 0.07% | 324 |
|
|
2016
Q3 | $336K | Buy |
5,876
+360
| +7% | +$20.5K | 0.02% | 754 |
|
|
2016
Q2 | $303K | Buy |
+5,516
| New | +$299K | 0.02% | 782 |
|
|
2016
Q1 | – | Sell |
-1,906
| Closed | -$98K | – | 2892 |
|
|
2015
Q4 | $98K | Buy |
+1,906
| New | +$99.1K | 0.01% | 1188 |
|
Other funds holding IYJ
PCH
KA
