Northwestern Mutual 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 | $1.36M | Buy |
9,591
+527
| +6% | +$75K | ﹤0.01% | 1068 |
|
2025
Q1 | $1.18M | Buy |
9,064
+3,546
| +64% | +$462K | ﹤0.01% | 1058 |
|
2024
Q4 | $737K | Buy |
5,518
+625
| +13% | +$83.5K | ﹤0.01% | 1177 |
|
2024
Q3 | $654K | Sell |
4,893
-372
| -7% | -$49.7K | ﹤0.01% | 1217 |
|
2024
Q2 | $629K | Buy |
5,265
+400
| +8% | +$47.8K | ﹤0.01% | 1178 |
|
2024
Q1 | $612K | Sell |
4,865
-257
| -5% | -$32.3K | ﹤0.01% | 1175 |
|
2023
Q4 | $586K | Buy |
5,122
+217
| +4% | +$24.8K | ﹤0.01% | 1139 |
|
2023
Q3 | $495K | Sell |
4,905
-857
| -15% | -$86.5K | ﹤0.01% | 1164 |
|
2023
Q2 | $611K | Sell |
5,762
-272
| -5% | -$28.8K | ﹤0.01% | 1087 |
|
2023
Q1 | $604K | Sell |
6,034
-158
| -3% | -$15.8K | ﹤0.01% | 1067 |
|
2022
Q4 | $597K | Sell |
6,192
-1,159
| -16% | -$112K | ﹤0.01% | 1044 |
|
2022
Q3 | $616K | Buy |
7,351
+1,714
| +30% | +$144K | ﹤0.01% | 970 |
|
2022
Q2 | $497K | Sell |
5,637
-1,080
| -16% | -$95.2K | ﹤0.01% | 1055 |
|
2022
Q1 | $707K | Sell |
6,717
-1,090
| -14% | -$115K | ﹤0.01% | 959 |
|
2021
Q4 | $881K | Sell |
7,807
-1,814
| -19% | -$205K | ﹤0.01% | 871 |
|
2021
Q3 | $1.03M | Buy |
9,621
+829
| +9% | +$88.8K | ﹤0.01% | 762 |
|
2021
Q2 | $977K | Buy |
8,792
+1,962
| +29% | +$218K | ﹤0.01% | 770 |
|
2021
Q1 | $722K | Buy |
6,830
+4,058
| +146% | +$429K | ﹤0.01% | 801 |
|
2020
Q4 | $269K | Buy |
2,772
+766
| +38% | +$74.3K | ﹤0.01% | 1034 |
|
2020
Q3 | $168K | Sell |
2,006
-98
| -5% | -$8.21K | ﹤0.01% | 1084 |
|
2020
Q2 | $159K | Sell |
2,104
-148
| -7% | -$11.2K | ﹤0.01% | 1050 |
|
2020
Q1 | $139K | Buy |
2,252
+684
| +44% | +$42.2K | ﹤0.01% | 1001 |
|
2019
Q4 | $131K | Hold |
1,568
| – | – | ﹤0.01% | 1112 |
|
2019
Q3 | $125K | Hold |
1,568
| – | – | ﹤0.01% | 1064 |
|
2019
Q2 | $124K | Buy |
1,568
+78
| +5% | +$6.17K | ﹤0.01% | 1038 |
|
2019
Q1 | $113K | Hold |
1,490
| – | – | ﹤0.01% | 1049 |
|
2018
Q4 | $96K | Hold |
1,490
| – | – | ﹤0.01% | 1015 |
|
2018
Q3 | $116K | Hold |
1,490
| – | – | ﹤0.01% | 990 |
|
2018
Q2 | $107K | Hold |
1,490
| – | – | ﹤0.01% | 978 |
|
2018
Q1 | $108K | Buy |
1,490
+744
| +100% | +$53.9K | ﹤0.01% | 930 |
|
2017
Q4 | $55K | Buy |
746
+346
| +87% | +$25.5K | ﹤0.01% | 1115 |
|
2017
Q3 | $28K | Hold |
400
| – | – | ﹤0.01% | 1348 |
|
2017
Q2 | $26K | Sell |
400
-196
| -33% | -$12.7K | ﹤0.01% | 1300 |
|
2017
Q1 | $37K | Buy |
596
+196
| +49% | +$12.2K | ﹤0.01% | 1119 |
|
2016
Q4 | $24K | Buy |
+400
| New | +$24K | ﹤0.01% | 1292 |
|
2016
Q1 | – | Sell |
-98
| Closed | -$5K | – | 2208 |
|
2015
Q4 | $5K | Buy |
+98
| New | +$5K | ﹤0.01% | 1300 |
|
2015
Q2 | – | Sell |
-4
| Closed | – | – | 1529 |
|
2015
Q1 | $0 | Sell |
4
-90
| -96% | – | ﹤0.01% | 1673 |
|
2014
Q4 | $5K | Sell |
94
-54
| -36% | -$2.87K | ﹤0.01% | 1283 |
|
2014
Q3 | $7K | Buy |
+148
| New | +$7K | ﹤0.01% | 976 |
|
2013
Q3 | – | Sell |
-366
| Closed | -$15K | – | 1421 |
|
2013
Q2 | $15K | Buy |
+366
| New | +$15K | ﹤0.01% | 773 |
|