Kovitz Investment Group Partners’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 | $343K | Buy |
2,409
+49
| +2% | +$6.97K | ﹤0.01% | 1092 |
|
|
2025
Q1 | $307K | Sell |
2,360
-72
| -3% | -$9.37K | ﹤0.01% | 1036 |
|
|
2024
Q4 | $325K | Hold |
2,432
| – | – | ﹤0.01% | 1016 |
|
|
2024
Q3 | $325K | Sell |
2,432
-87
| -3% | -$11.6K | ﹤0.01% | 849 |
|
|
2024
Q2 | $301K | Sell |
2,519
-72
| -3% | -$8.6K | ﹤0.01% | 728 |
|
|
2024
Q1 | $326K | Buy |
+2,591
| New | +$326K | ﹤0.01% | 569 |
|
|
2022
Q1 | – | Sell |
-3,098
| Closed | -$301K | – | 434 |
|
|
2021
Q4 | $301K | Buy |
+3,098
| New | +$301K | 0.01% | 362 |
|
|
2021
Q1 | – | Sell |
-3,098
| Closed | -$301K | – | 409 |
|
|
2020
Q4 | $301K | Sell |
3,098
-258
| -8% | -$25.1K | 0.01% | 357 |
|
|
2020
Q3 | $280K | Hold |
3,356
| – | – | 0.01% | 356 |
|
|
2020
Q2 | $253K | Hold |
3,356
| – | – | 0.01% | 342 |
|
|
2020
Q1 | $208K | Hold |
3,356
| – | – | 0.01% | 341 |
|
|
2019
Q4 | $281K | Hold |
3,356
| – | – | 0.01% | 345 |
|
|
2019
Q3 | $266K | Hold |
3,356
| – | – | 0.01% | 338 |
|
|
2019
Q2 | $266K | Hold |
3,356
| – | – | 0.01% | 332 |
|
|
2019
Q1 | $255K | Hold |
3,356
| – | – | 0.01% | 340 |
|
|
2018
Q4 | $216K | Buy |
+3,356
| New | +$216K | 0.01% | 246 |
|