Kestra Private Wealth Services’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 | $828K | Buy |
5,815
+1,883
| +48% | +$268K | 0.01% | 812 |
|
|
2025
Q1 | $512K | Buy |
3,932
+778
| +25% | +$101K | 0.01% | 940 |
|
|
2024
Q4 | $421K | Sell |
3,154
-116
| -4% | -$15.5K | 0.01% | 1002 |
|
|
2024
Q3 | $437K | Buy |
3,270
+1,463
| +81% | +$196K | 0.01% | 926 |
|
|
2024
Q2 | $216K | Buy |
1,807
+3
| +0.2% | +$358 | ﹤0.01% | 1203 |
|
|
2024
Q1 | $227K | Buy |
1,804
+2
| +0.1% | +$251 | 0.01% | 1124 |
|
|
2023
Q4 | $206K | Buy |
+1,802
| New | +$206K | 0.01% | 1098 |
|
|
2022
Q2 | – | Sell |
-2,024
| Closed | -$213K | – | 969 |
|
|
2022
Q1 | $213K | Buy |
2,024
+178
| +10% | +$18.7K | 0.01% | 870 |
|
|
2021
Q4 | $208K | Buy |
+1,846
| New | +$208K | 0.01% | 889 |
|