OneDigital Investment Advisors’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 | $667K | Buy |
4,684
+3
| +0.1% | +$427 | 0.01% | 794 |
|
|
2025
Q1 | $609K | Sell |
4,681
-1,544
| -25% | -$201K | 0.01% | 783 |
|
|
2024
Q4 | $831K | Sell |
6,225
-1,788
| -22% | -$239K | 0.01% | 696 |
|
|
2024
Q3 | $1.07M | Buy |
8,013
+6,127
| +325% | +$819K | 0.01% | 629 |
|
|
2024
Q2 | $225K | Buy |
1,886
+3
| +0.2% | +$358 | ﹤0.01% | 1237 |
|
|
2024
Q1 | $237K | Buy |
1,883
+3
| +0.2% | +$377 | ﹤0.01% | 983 |
|
|
2023
Q4 | $215K | Buy |
+1,880
| New | +$215K | ﹤0.01% | 1035 |
|