Optimum 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
Q1 | – | Sell |
-400
| Closed | -$53.4K | – | 643 |
|
|
2024
Q4 | $53.4K | Hold |
400
| – | – | 0.02% | 333 |
|
|
2024
Q3 | $53.5K | Hold |
400
| – | – | 0.02% | 350 |
|
|
2024
Q2 | $47.8K | Hold |
400
| – | – | 0.02% | 361 |
|
|
2024
Q1 | $50.3K | Hold |
400
| – | – | 0.02% | 366 |
|
|
2023
Q4 | $45.7K | Hold |
400
| – | – | 0.02% | 363 |
|
|
2023
Q3 | $40.4K | Hold |
400
| – | – | 0.02% | 388 |
|
|
2023
Q2 | $42.4K | Hold |
400
| – | – | 0.02% | 392 |
|
|
2023
Q1 | $40.1K | Hold |
400
| – | – | 0.02% | 398 |
|
|
2022
Q4 | $38.6K | Hold |
400
| – | – | 0.02% | 412 |
|
|
2022
Q3 | $34K | Hold |
400
| – | – | 0.02% | 439 |
|
|
2022
Q2 | $35K | Hold |
400
| – | – | 0.02% | 448 |
|
|
2022
Q1 | $42K | Hold |
400
| – | – | 0.02% | 467 |
|
|
2021
Q4 | $45K | Hold |
400
| – | – | 0.02% | 481 |
|
|
2021
Q3 | $43K | Hold |
400
| – | – | 0.02% | 479 |
|
|
2021
Q2 | $44K | Hold |
400
| – | – | 0.01% | 531 |
|
|
2021
Q1 | $42K | Sell |
400
-54
| -12% | -$5.67K | 0.01% | 534 |
|
|
2020
Q4 | $44K | Buy |
454
+54
| +14% | +$5.23K | 0.01% | 497 |
|
|
2020
Q3 | $33K | Hold |
400
| – | – | 0.01% | 513 |
|
|
2020
Q2 | $30K | Hold |
400
| – | – | 0.01% | 532 |
|
|
2020
Q1 | $25K | Hold |
400
| – | – | 0.01% | 531 |
|
|
2019
Q4 | $34K | Hold |
400
| – | – | 0.01% | 590 |
|
|
2019
Q3 | $32K | Hold |
400
| – | – | 0.01% | 597 |
|
|
2019
Q2 | $32K | Hold |
400
| – | – | 0.01% | 600 |
|
|
2019
Q1 | $30K | Hold |
400
| – | – | 0.01% | 617 |
|
|
2018
Q4 | $26K | Hold |
400
| – | – | 0.01% | 601 |
|
|
2018
Q3 | $31K | Hold |
400
| – | – | 0.01% | 647 |
|
|
2018
Q2 | $29K | Hold |
400
| – | – | 0.01% | 655 |
|
|
2018
Q1 | $29K | Buy |
+400
| New | +$29K | 0.01% | 636 |
|