Meridian 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
Q2 | $707K | Sell |
4,969
-106
| -2% | -$15.1K | 0.03% | 376 |
|
|
2025
Q1 | $661K | Sell |
5,075
-181
| -3% | -$23.6K | 0.03% | 362 |
|
|
2024
Q4 | $702K | Sell |
5,256
-73
| -1% | -$9.75K | 0.03% | 350 |
|
|
2024
Q3 | $712K | Buy |
+5,329
| New | +$712K | 0.04% | 347 |
|
|
2024
Q2 | – | Sell |
-5,214
| Closed | -$655K | – | 430 |
|
|
2024
Q1 | $655K | Sell |
5,214
-124
| -2% | -$15.6K | 0.11% | 121 |
|
|
2023
Q4 | $610K | Sell |
5,338
-5,274
| -50% | -$603K | 0.04% | 342 |
|
|
2023
Q3 | $1.07M | Buy |
10,612
+5,249
| +98% | +$530K | 0.07% | 224 |
|
|
2023
Q2 | $569K | Sell |
5,363
-297
| -5% | -$31.5K | 0.05% | 300 |
|
|
2023
Q1 | $567K | Buy |
5,660
+1,228
| +28% | +$123K | 0.05% | 295 |
|
|
2022
Q4 | $428K | Buy |
4,432
+521
| +13% | +$50.3K | 0.04% | 338 |
|
|
2022
Q3 | $328K | Sell |
3,911
-47
| -1% | -$3.94K | 0.04% | 354 |
|
|
2022
Q2 | $349K | Buy |
3,958
+869
| +28% | +$76.6K | 0.03% | 416 |
|
|
2022
Q1 | $326K | Sell |
3,089
-164
| -5% | -$17.3K | 0.04% | 299 |
|
|
2021
Q4 | $367K | Sell |
3,253
-546
| -14% | -$61.6K | 0.04% | 284 |
|
|
2021
Q3 | $407K | Buy |
3,799
+16
| +0.4% | +$1.71K | 0.05% | 251 |
|
|
2021
Q2 | $420K | Buy |
3,783
+1,070
| +39% | +$119K | 0.05% | 254 |
|
|
2021
Q1 | $287K | Buy |
+2,713
| New | +$287K | 0.04% | 283 |
|
|
2019
Q3 | – | Sell |
-358
| Closed | -$283 | – | 349 |
|
|
2019
Q2 | $283 | Buy |
+358
| New | +$283 | 0.01% | 471 |
|
|
2018
Q2 | – | Sell |
-4,388
| Closed | -$318K | – | 192 |
|
|
2018
Q1 | $318K | Buy |
+4,388
| New | +$318K | 0.16% | 129 |
|