LGT Financial 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 | $341K | Buy |
2,396
+143
| +6% | +$20.3K | 0.86% | 26 |
|
|
2025
Q1 | $293K | Buy |
2,253
+25
| +1% | +$3.26K | 0.9% | 29 |
|
|
2024
Q4 | $297K | Buy |
2,228
+6
| +0.3% | +$801 | 0.66% | 29 |
|
|
2024
Q3 | $297K | Buy |
2,222
+5
| +0.2% | +$668 | 0.73% | 29 |
|
|
2024
Q2 | $265K | Buy |
2,217
+5
| +0.2% | +$597 | 0.56% | 40 |
|
|
2024
Q1 | $278K | Buy |
2,212
+5
| +0.2% | +$628 | 0.32% | 63 |
|
|
2023
Q4 | $252K | Buy |
2,207
+13
| +0.6% | +$1.49K | 0.31% | 71 |
|
|
2023
Q3 | $221K | Hold |
2,194
| – | – | 0.28% | 76 |
|
|
2023
Q2 | $233K | Buy |
+2,194
| New | +$233K | 0.25% | 104 |
|
|
2023
Q1 | – | Sell |
-2,182
| Closed | -$210K | – | 152 |
|
|
2022
Q4 | $210K | Buy |
+2,182
| New | +$210K | 0.25% | 94 |
|