IHT Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.21M | Sell |
15,515
-111
| -0.7% | -$15.8K | 0.06% | 298 |
|
|
2025
Q1 | $2.05M | Buy |
15,626
+848
| +6% | +$111K | 0.06% | 287 |
|
|
2024
Q4 | $1.97M | Buy |
14,778
+317
| +2% | +$42.3K | 0.06% | 281 |
|
|
2024
Q3 | $1.96M | Buy |
14,461
+904
| +7% | +$123K | 0.06% | 322 |
|
|
2024
Q2 | $1.63M | Buy |
13,557
+591
| +5% | +$71.2K | 0.06% | 302 |
|
|
2024
Q1 | $1.63M | Buy |
12,966
+1,617
| +14% | +$203K | 0.07% | 304 |
|
|
2023
Q4 | $1.3M | Buy |
11,349
+4,568
| +67% | +$522K | 0.06% | 319 |
|
|
2023
Q3 | $684K | Buy |
6,781
+114
| +2% | +$11.5K | 0.03% | 458 |
|
|
2023
Q2 | $707K | Sell |
6,667
-4,654
| -41% | -$493K | 0.04% | 434 |
|
|
2023
Q1 | $1.13M | Buy |
11,321
+4,463
| +65% | +$447K | 0.06% | 281 |
|
|
2022
Q4 | $662K | Sell |
6,858
-4,827
| -41% | -$466K | 0.04% | 405 |
|
|
2022
Q3 | $979K | Buy |
11,685
+4,412
| +61% | +$370K | 0.07% | 283 |
|
|
2022
Q2 | $641K | Buy |
7,273
+4
| +0.1% | +$353 | 0.06% | 321 |
|
|
2022
Q1 | $766K | Sell |
7,269
-4,956
| -41% | -$522K | 0.06% | 314 |
|
|
2021
Q4 | $1.38M | Buy |
12,225
+4
| +0% | +$451 | 0.1% | 200 |
|
|
2021
Q3 | $1.31M | Sell |
12,221
-16,249
| -57% | -$1.74M | 0.11% | 190 |
|
|
2021
Q2 | $3.16M | Buy |
28,470
+16,845
| +145% | +$1.87M | 0.2% | 110 |
|
|
2021
Q1 | $1.23M | Buy |
11,625
+3
| +0% | +$317 | 0.09% | 238 |
|
|
2020
Q4 | $1.13M | Buy |
11,622
+4
| +0% | +$389 | 0.09% | 221 |
|
|
2020
Q3 | $971K | Buy |
11,618
+152
| +1% | +$12.7K | 0.1% | 215 |
|
|
2020
Q2 | $865K | Buy |
11,466
+232
| +2% | +$17.5K | 0.12% | 193 |
|
|
2020
Q1 | $698K | Buy |
11,234
+298
| +3% | +$18.5K | 0.1% | 215 |
|
|
2019
Q4 | $917K | Buy |
10,936
+2
| +0% | +$168 | 0.11% | 212 |
|
|
2019
Q3 | $868K | Buy |
10,934
+106
| +1% | +$8.42K | 0.12% | 200 |
|
|
2019
Q2 | $857K | Hold |
10,828
| – | – | 0.12% | 190 |
|
|
2019
Q1 | $822K | Buy |
10,828
+82
| +0.8% | +$6.23K | 0.14% | 183 |
|
|
2018
Q4 | $691K | Buy |
+10,746
| New | +$691K | 0.13% | 186 |
|
|
2018
Q2 | – | Sell |
-872
| Closed | -$62K | – | 904 |
|
|
2018
Q1 | $62K | Buy |
872
+96
| +12% | +$6.83K | 0.02% | 613 |
|
|
2017
Q4 | $59K | Buy |
776
+302
| +64% | +$23K | 0.02% | 649 |
|
|
2017
Q3 | $33K | Sell |
474
-7,256
| -94% | -$505K | 0.01% | 633 |
|
|
2017
Q2 | $439 | Buy |
7,730
+4,982
| +181% | +$283 | 0.21% | 116 |
|
|
2017
Q1 | $142K | Buy |
2,748
+2,560
| +1,362% | +$132K | 0.09% | 231 |
|
|
2016
Q4 | $11K | Buy |
+188
| New | +$11K | 0.01% | 775 |
|