MA
Mutual Advisors’s iShares US Industrials ETF IYJ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $863K | Buy |
5,821
+648
| +13% | +$96K | 0.02% | 568 |
|
2025
Q1 | $655K | Sell |
5,173
-159
| -3% | -$20.1K | 0.02% | 601 |
|
2024
Q4 | $733K | Hold |
5,332
| – | – | 0.02% | 577 |
|
2024
Q3 | $717K | Buy |
5,332
+1
| +0% | +$135 | 0.02% | 590 |
|
2024
Q2 | $666K | Sell |
5,331
-817
| -13% | -$102K | 0.02% | 610 |
|
2024
Q1 | $773K | Buy |
6,148
+29
| +0.5% | +$3.65K | 0.02% | 564 |
|
2023
Q4 | $700K | Sell |
6,119
-267
| -4% | -$30.5K | 0.02% | 558 |
|
2023
Q3 | $644K | Buy |
6,386
+880
| +16% | +$88.8K | 0.03% | 537 |
|
2023
Q2 | $584K | Buy |
5,506
+7
| +0.1% | +$742 | 0.02% | 588 |
|
2023
Q1 | $551K | Buy |
5,499
+15
| +0.3% | +$1.5K | 0.02% | 588 |
|
2022
Q4 | $529K | Buy |
5,484
+183
| +3% | +$17.7K | 0.02% | 571 |
|
2022
Q3 | $444K | Sell |
5,301
-45
| -0.8% | -$3.77K | 0.02% | 592 |
|
2022
Q2 | $471K | Sell |
5,346
-145
| -3% | -$12.8K | 0.03% | 552 |
|
2022
Q1 | $579K | Sell |
5,491
-3,018
| -35% | -$318K | 0.03% | 534 |
|
2021
Q4 | $959K | Sell |
8,509
-287
| -3% | -$32.3K | 0.05% | 398 |
|
2021
Q3 | $943K | Buy |
8,796
+380
| +5% | +$40.7K | 0.06% | 368 |
|
2021
Q2 | $935K | Buy |
8,416
+2,781
| +49% | +$309K | 0.06% | 365 |
|
2021
Q1 | $596K | Sell |
5,635
-35
| -0.6% | -$3.7K | 0.04% | 442 |
|
2020
Q4 | $551K | Buy |
5,670
+2,746
| +94% | +$267K | 0.04% | 442 |
|
2020
Q3 | $489K | Sell |
2,924
-167
| -5% | -$27.9K | 0.04% | 426 |
|
2020
Q2 | $466K | Sell |
3,091
-237
| -7% | -$35.7K | 0.05% | 400 |
|
2020
Q1 | $413K | Sell |
3,328
-3,506
| -51% | -$435K | 0.06% | 329 |
|
2019
Q4 | $1.15M | Buy |
6,834
+3,976
| +139% | +$667K | 0.12% | 206 |
|
2019
Q3 | $454K | Sell |
2,858
-258
| -8% | -$41K | 0.06% | 322 |
|
2019
Q2 | $493K | Sell |
3,116
-16
| -0.5% | -$2.53K | 0.06% | 333 |
|
2019
Q1 | $475K | Buy |
3,132
+14
| +0.4% | +$2.12K | 0.07% | 282 |
|
2018
Q4 | $401K | Sell |
3,118
-814
| -21% | -$105K | 0.08% | 269 |
|
2018
Q3 | $614K | Sell |
3,932
-6,196
| -61% | -$968K | 0.09% | 254 |
|
2018
Q2 | $1.46M | Sell |
10,128
-43
| -0.4% | -$6.18K | 0.33% | 90 |
|
2018
Q1 | $1.48M | Buy |
10,171
+6,595
| +184% | +$956K | 0.37% | 65 |
|
2017
Q4 | $527K | Buy |
+3,576
| New | +$527K | 0.2% | 147 |
|