IWA
Inspirion Wealth Advisors’s iShares US Industrials ETF IYJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $200K | Sell |
1,407
-503
| -26% | -$71.6K | 0.03% | 150 |
|
|
2025
Q1 | $249K | Sell |
1,910
-482
| -20% | -$62.7K | 0.03% | 133 |
|
|
2024
Q4 | $319K | Sell |
2,392
-232
| -9% | -$30.9K | 0.04% | 118 |
|
|
2024
Q3 | $351K | Sell |
2,624
-120
| -4% | -$16K | 0.05% | 111 |
|
|
2024
Q2 | $328K | Hold |
2,744
| – | – | 0.05% | 115 |
|
|
2024
Q1 | $345K | Sell |
2,744
-50
| -2% | -$6.29K | 0.06% | 110 |
|
|
2023
Q4 | $317K | Sell |
2,794
-550
| -16% | -$62.4K | 0.06% | 108 |
|
|
2023
Q3 | $337K | Sell |
3,344
-1,001
| -23% | -$101K | 0.07% | 100 |
|
|
2023
Q2 | $461K | Sell |
4,345
-50
| -1% | -$5.3K | 0.09% | 90 |
|
|
2023
Q1 | $440K | Sell |
4,395
-230
| -5% | -$23K | 0.09% | 89 |
|
|
2022
Q4 | $446K | Sell |
4,625
-300
| -6% | -$28.9K | 0.09% | 84 |
|
|
2022
Q3 | $413K | Sell |
4,925
-650
| -12% | -$54.5K | 0.09% | 80 |
|
|
2022
Q2 | $491K | Buy |
+5,575
| New | +$491K | 0.11% | 76 |
|