Modera 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 | $799K | Buy |
5,614
+676
| +14% | +$96.2K | 0.01% | 360 |
|
|
2025
Q1 | $643K | Buy |
4,938
+1
| +0% | +$130 | 0.01% | 385 |
|
|
2024
Q4 | $659K | Hold |
4,937
| – | – | 0.01% | 386 |
|
|
2024
Q3 | $660K | Buy |
4,937
+1
| +0% | +$134 | 0.01% | 362 |
|
|
2024
Q2 | $590K | Hold |
4,936
| – | – | 0.01% | 371 |
|
|
2024
Q1 | $620K | Buy |
4,936
+210
| +4% | +$26.4K | 0.01% | 365 |
|
|
2023
Q4 | $540K | Hold |
4,726
| – | – | 0.01% | 365 |
|
|
2023
Q3 | $477K | Sell |
4,726
-99
| -2% | -$9.99K | 0.01% | 368 |
|
|
2023
Q2 | $512K | Buy |
+4,825
| New | +$512K | 0.01% | 377 |
|