NewEdge Advisors’s iShares US Industrials ETF IYJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $751K | Buy |
5,092
+155
| +3% | +$24K | ﹤0.01% | 1680 |
|
|
2025
Q4 | $731K | Sell |
4,937
-1,866
| -27% | -$273K | ﹤0.01% | 1686 |
|
|
2025
Q3 | $992K | Buy |
6,803
+198
| +3% | +$28.7K | ﹤0.01% | 1408 |
|
|
2025
Q2 | $940K | Sell |
6,605
-634
| -9% | -$84.5K | ﹤0.01% | 1327 |
|
|
2025
Q1 | $942K | Buy |
7,239
+104
| +1% | +$14.1K | 0.01% | 1218 |
|
|
2024
Q4 | $953K | Buy |
7,135
+119
| +2% | +$16.4K | 0.01% | 1187 |
|
|
2024
Q3 | $938K | Buy |
7,016
+3,355
| +92% | +$422K | 0.01% | 1140 |
|
|
2024
Q2 | $437K | Sell |
3,661
-8
| -0.2% | -$975 | ﹤0.01% | 1495 |
|
|
2024
Q1 | $461K | Sell |
3,669
-221
| -6% | -$26.1K | ﹤0.01% | 1390 |
|
|
2023
Q4 | $445K | Sell |
3,890
-64,241
| -94% | -$6.72M | ﹤0.01% | 1343 |
|
|
2023
Q3 | $6.87M | Buy |
68,131
+3,229
| +5% | +$343K | 0.08% | 257 |
|
|
2023
Q2 | $6.88M | Sell |
64,902
-559
| -0.9% | -$55.8K | 0.08% | 249 |
|
|
2023
Q1 | $6.56M | Sell |
65,461
-490
| -0.7% | -$49K | 0.08% | 243 |
|
|
2022
Q4 | $5.96M | Buy |
65,951
+8,277
| +14% | +$781K | 0.16% | 136 |
|
|
2022
Q3 | $4.83M | Buy |
57,674
+8,037
| +16% | +$753K | 0.08% | 244 |
|
|
2022
Q2 | $4.38M | Sell |
49,637
-7,473
| -13% | -$718K | 0.07% | 263 |
|
|
2022
Q1 | $6.02M | Buy |
57,110
+2,368
| +4% | +$250K | 0.1% | 209 |
|
|
2021
Q4 | $6.17M | Buy |
54,742
+6,265
| +13% | +$695K | 0.09% | 211 |
|
|
2021
Q3 | $5.2M | Buy |
48,477
+24,592
| +103% | +$2.76M | 0.13% | 160 |
|
|
2021
Q2 | $2.65M | Buy |
23,885
+1,225
| +5% | +$135K | 0.07% | 258 |
|
|
2021
Q1 | $2.4M | Buy |
22,660
+507
| +2% | +$50.9K | 0.07% | 249 |
|
|
2020
Q4 | $2.15M | Buy |
22,153
+18,887
| +578% | +$1.72M | 0.07% | 244 |
|
|
2020
Q3 | $273K | Buy |
3,266
+24
| +0.7% | +$1.95K | 0.01% | 741 |
|
|
2020
Q2 | $244K | Buy |
+3,242
| New | +$227K | 0.01% | 725 |
|
|
2020
Q1 | – | Sell |
-3,132
| Closed | -$262K | – | 842 |
|
|
2019
Q4 | $262K | Buy |
3,132
+308
| +11% | +$25.1K | 0.01% | 699 |
|
|
2019
Q3 | $224K | Buy |
2,824
+100
| +4% | +$7.88K | 0.01% | 725 |
|
|
2019
Q2 | $216K | Buy |
+2,724
| New | +$211K | 0.01% | 605 |
|
|
2018
Q4 | – | Sell |
-2,576
| Closed | -$201K | – | 673 |
|
|
2018
Q3 | $201K | Buy |
+2,576
| New | +$196K | 0.02% | 619 |
|
|
2017
Q3 | – | Sell |
-58
| Closed | -$3.84K | – | 745 |
|
|
2017
Q2 | $3.84K | Buy |
+58
| New | +$3.74K | ﹤0.01% | 1191 |
|
Other funds holding IYJ
PCH
KA
