J.W. Cole Advisors’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 | $201K | Buy |
+1,410
| New | +$201K | ﹤0.01% | 1357 |
|
|
2023
Q2 | – | Sell |
-7,210
| Closed | -$722K | – | 793 |
|
|
2023
Q1 | $722K | Buy |
+7,210
| New | +$722K | 0.05% | 357 |
|
|
2021
Q3 | – | Sell |
-6,292
| Closed | -$699K | – | 626 |
|
|
2021
Q2 | $699K | Buy |
6,292
+785
| +14% | +$87.2K | 0.06% | 343 |
|
|
2021
Q1 | $582K | Sell |
5,507
-1,779
| -24% | -$188K | 0.06% | 347 |
|
|
2020
Q4 | $707K | Buy |
+7,286
| New | +$707K | 0.07% | 277 |
|