OCPWS
One Charles Private Wealth Services’s iShares US Industrials ETF IYJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $611K | Sell |
4,294
-30
| -0.7% | -$4.27K | 0.17% | 74 |
|
|
2025
Q1 | $563K | Sell |
4,324
-7
| -0.2% | -$911 | 0.18% | 68 |
|
|
2024
Q4 | $578K | Sell |
4,331
-15
| -0.3% | -$2K | 0.19% | 68 |
|
|
2024
Q3 | $581K | Sell |
4,346
-353
| -8% | -$47.2K | 0.22% | 70 |
|
|
2024
Q2 | $561K | Buy |
4,699
+63
| +1% | +$7.53K | 0.23% | 71 |
|
|
2024
Q1 | $583K | Sell |
4,636
-170
| -4% | -$21.4K | 0.25% | 69 |
|
|
2023
Q4 | $550K | Buy |
4,806
+1,753
| +57% | +$200K | 0.29% | 68 |
|
|
2023
Q3 | $308K | Buy |
3,053
+119
| +4% | +$12K | 0.18% | 86 |
|
|
2023
Q2 | $311K | Buy |
2,934
+735
| +33% | +$77.9K | 0.18% | 92 |
|
|
2023
Q1 | $220K | Buy |
+2,199
| New | +$220K | 0.14% | 113 |
|