Kingswood Wealth 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
$417K Buy
2,930
+53
+2% +$7.54K 0.03% 464
2025
Q1
$375K Sell
2,877
-1,195
-29% -$156K 0.03% 473
2024
Q4
$544K Sell
4,072
-22,593
-85% -$3.02M 0.04% 416
2024
Q3
$3.56M Buy
+26,665
New +$3.56M 0.25% 92