Laidlaw Wealth Management’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
Q1 | – | Sell |
-4,526
| Closed | -$604K | – | 107 |
|
|
2024
Q4 | $604K | Sell |
4,526
-38
| -0.8% | -$5.07K | 0.26% | 95 |
|
|
2024
Q3 | $610K | Buy |
4,564
+102
| +2% | +$13.6K | 0.3% | 94 |
|
|
2024
Q2 | $533K | Buy |
4,462
+9
| +0.2% | +$1.08K | 0.29% | 96 |
|
|
2024
Q1 | $560K | Hold |
4,453
| – | – | 0.31% | 99 |
|
|
2023
Q4 | $509K | Sell |
4,453
-300
| -6% | -$34.3K | 0.19% | 126 |
|
|
2023
Q3 | $480K | Hold |
4,753
| – | – | 0.16% | 151 |
|
|
2023
Q2 | $504K | Sell |
4,753
-8
| -0.2% | -$848 | 0.1% | 200 |
|
|
2023
Q1 | $477K | Sell |
4,761
-20
| -0.4% | -$2K | 0.1% | 206 |
|
|
2022
Q4 | $461K | Buy |
+4,781
| New | +$461K | 0.1% | 203 |
|
|
2022
Q3 | – | Sell |
-4,334
| Closed | -$382K | – | 346 |
|
|
2022
Q2 | $382K | Buy |
+4,334
| New | +$382K | 0.08% | 231 |
|