IFWM
Institute for Wealth Management’s iShares US Industrials ETF IYJ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-20
| Closed | -$3K | – | 545 |
|
2019
Q4 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 650 |
|
2014
Q1 | – | Sell |
-19,491
| Closed | -$1.98M | – | 74 |
|
2013
Q4 | $1.98M | Sell |
19,491
-35,099
| -64% | -$3.56M | 1.42% | 23 |
|
2013
Q3 | $4.94M | Buy |
54,590
+19,132
| +54% | +$1.73M | 3.4% | 8 |
|
2013
Q2 | $2.94M | Buy |
+35,458
| New | +$2.94M | 2.36% | 16 |
|