McClarren 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 | $233K | Buy |
+1,635
| New | +$233K | 0.15% | 67 |
|
|
2025
Q1 | – | Sell |
-1,628
| Closed | -$217K | – | 327 |
|
|
2024
Q4 | $217K | Buy |
+1,628
| New | +$217K | 0.61% | 27 |
|
|
2024
Q3 | – | Sell |
-119
| Closed | -$193K | – | 299 |
|
|
2024
Q2 | $193K | Buy |
+119
| New | +$193K | 0.13% | 73 |
|
|
2024
Q1 | – | Sell |
-1,614
| Closed | -$185K | – | 395 |
|
|
2023
Q4 | $185K | Buy |
1,614
+10
| +0.6% | +$1.15K | 0.14% | 72 |
|
|
2023
Q3 | $161K | Hold |
1,604
| – | – | 0.14% | 75 |
|
|
2023
Q2 | $170K | Buy |
1,604
+5
| +0.3% | +$530 | 0.14% | 76 |
|
|
2023
Q1 | $160K | Buy |
1,599
+4
| +0.3% | +$400 | 0.15% | 74 |
|
|
2022
Q4 | $153K | Buy |
1,595
+4
| +0.3% | +$384 | 0.15% | 79 |
|
|
2022
Q3 | $133K | Buy |
+1,591
| New | +$133K | 0.13% | 76 |
|
|
2022
Q2 | – | Sell |
-1,582
| Closed | -$166K | – | 148 |
|
|
2022
Q1 | $166K | Buy |
1,582
+3
| +0.2% | +$315 | 0.12% | 66 |
|
|
2021
Q4 | $178K | Buy |
1,579
+4
| +0.3% | +$451 | 0.12% | 67 |
|
|
2021
Q3 | $168K | Buy |
1,575
+4
| +0.3% | +$427 | 0.13% | 60 |
|
|
2021
Q2 | $174K | Buy |
1,571
+2
| +0.1% | +$222 | 0.14% | 57 |
|
|
2021
Q1 | $166K | Buy |
1,569
+4
| +0.3% | +$423 | 0.15% | 56 |
|
|
2020
Q4 | $152K | Buy |
+1,565
| New | +$152K | 0.15% | 57 |
|