Kovitz Investment Group Partners’s iShares US Industrials ETF IYJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $407K | Buy |
|
|||||
|
2025
Q2 | $343K | Buy |
|
|||||
|
2025
Q1 | $307K | Sell |
|
|||||
|
2024
Q4 | $325K | Hold |
|
|||||
|
2024
Q3 | $325K | Sell |
|
|||||
|
2024
Q2 | $301K | Sell |
|
|||||
|
2024
Q1 | $326K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $301K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $301K | Sell |
|
|||||
|
2020
Q3 | $280K | Hold |
|
|||||
|
2020
Q2 | $253K | Hold |
|
|||||
|
2020
Q1 | $208K | Hold |
|
|||||
|
2019
Q4 | $281K | Hold |
|
|||||
|
2019
Q3 | $266K | Hold |
|
|||||
|
2019
Q2 | $266K | Hold |
|
|||||
|
2019
Q1 | $255K | Hold |
|
|||||
|
2018
Q4 | $216K | Buy |
|