Paragon Financial Partners’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 | $379K | Buy |
2,660
+2
| +0.1% | +$285 | 0.26% | 55 |
|
2025
Q1 | $346K | Buy |
2,658
+1
| +0% | +$130 | 0.27% | 54 |
|
2024
Q4 | $355K | Buy |
2,657
+3
| +0.1% | +$401 | 0.27% | 52 |
|
2024
Q3 | $355K | Buy |
2,654
+2
| +0.1% | +$267 | 0.26% | 60 |
|
2024
Q2 | $317K | Buy |
2,652
+2
| +0.1% | +$239 | 0.25% | 63 |
|
2024
Q1 | $333K | Buy |
2,650
+2
| +0.1% | +$251 | 0.27% | 60 |
|
2023
Q4 | $303K | Sell |
2,648
-501
| -16% | -$57.3K | 0.29% | 62 |
|
2023
Q3 | $318K | Sell |
3,149
-765
| -20% | -$77.2K | 0.33% | 58 |
|
2023
Q2 | $415K | Buy |
3,914
+5
| +0.1% | +$530 | 0.39% | 50 |
|
2023
Q1 | $392K | Buy |
3,909
+5
| +0.1% | +$501 | 0.41% | 52 |
|
2022
Q4 | $377K | Sell |
3,904
-384
| -9% | -$37K | 0.42% | 50 |
|
2022
Q3 | $359K | Sell |
4,288
-125
| -3% | -$10.5K | 0.4% | 48 |
|
2022
Q2 | $389K | Buy |
4,413
+5
| +0.1% | +$441 | 0.4% | 50 |
|
2022
Q1 | $465K | Buy |
4,408
+5
| +0.1% | +$527 | 0.41% | 50 |
|
2021
Q4 | $496K | Buy |
+4,403
| New | +$496K | 0.41% | 52 |
|