One Charles Private Wealth Services’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
2025
Q2
$611K Sell
2025
Q1
$563K Sell
2024
Q4
$578K Sell
2024
Q3
$581K Sell
2024
Q2
$561K Buy
2024
Q1
$583K Sell
2023
Q4
$550K Buy
2023
Q3
$308K Buy
2023
Q2
$311K Buy
2023
Q1
$220K Buy