Planning Directions’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 | $1.05M | Sell |
7,395
-910
| -11% | -$130K | 0.59% | 29 |
|
|
2025
Q1 | $1.08M | Sell |
8,305
-723
| -8% | -$94.1K | 0.46% | 41 |
|
|
2024
Q4 | $1.21M | Sell |
9,028
-122
| -1% | -$16.3K | 0.7% | 27 |
|
|
2024
Q3 | $1.22M | Sell |
9,150
-21
| -0.2% | -$2.81K | 0.73% | 26 |
|
|
2024
Q2 | $1.1M | Sell |
9,171
-685
| -7% | -$81.8K | 0.75% | 27 |
|
|
2024
Q1 | $1.24M | Sell |
9,856
-656
| -6% | -$82.5K | 0.86% | 25 |
|
|
2023
Q4 | $1.2M | Sell |
10,512
-278
| -3% | -$31.8K | 0.86% | 25 |
|
|
2023
Q3 | $1.09M | Sell |
10,790
-292
| -3% | -$29.5K | 0.83% | 24 |
|
|
2023
Q2 | $1.18M | Sell |
11,082
-475
| -4% | -$50.4K | 0.85% | 25 |
|
|
2023
Q1 | $1.16M | Sell |
11,557
-1,149
| -9% | -$115K | 0.86% | 24 |
|
|
2022
Q4 | $1.23M | Sell |
12,706
-872
| -6% | -$84.1K | 0.94% | 23 |
|
|
2022
Q3 | $1.14M | Sell |
13,578
-831
| -6% | -$69.6K | 0.92% | 23 |
|
|
2022
Q2 | $1.27M | Sell |
14,409
-951
| -6% | -$83.8K | 0.97% | 23 |
|
|
2022
Q1 | $1.62M | Sell |
15,360
-1,600
| -9% | -$169K | 1.14% | 22 |
|
|
2021
Q4 | $1.91M | Buy |
16,960
+1,030
| +6% | +$116K | 1.27% | 18 |
|
|
2021
Q3 | $1.71M | Buy |
15,930
+987
| +7% | +$106K | 1.24% | 19 |
|
|
2021
Q2 | $1.66M | Buy |
14,943
+6,477
| +77% | +$720K | 1.21% | 20 |
|
|
2021
Q1 | $895K | Buy |
8,466
+617
| +8% | +$65.2K | 0.7% | 25 |
|
|
2020
Q4 | $762K | Sell |
7,849
-213
| -3% | -$20.7K | 0.62% | 27 |
|
|
2020
Q3 | $674K | Sell |
8,062
-804
| -9% | -$67.2K | 0.59% | 27 |
|
|
2020
Q2 | $668K | Buy |
+8,866
| New | +$668K | 0.62% | 27 |
|
|
2020
Q1 | – | Sell |
-9,910
| Closed | -$831K | – | 79 |
|
|
2019
Q4 | $831K | Sell |
9,910
-500
| -5% | -$41.9K | 0.77% | 26 |
|
|
2019
Q3 | $827K | Sell |
10,410
-284
| -3% | -$22.6K | 0.79% | 25 |
|
|
2019
Q2 | $846K | Sell |
10,694
-720
| -6% | -$57K | 0.86% | 26 |
|
|
2019
Q1 | $866K | Sell |
11,414
-244
| -2% | -$18.5K | 1.03% | 25 |
|
|
2018
Q4 | $749K | Sell |
11,658
-490
| -4% | -$31.5K | 0.93% | 26 |
|
|
2018
Q3 | $948K | Sell |
12,148
-932
| -7% | -$72.7K | 0.88% | 27 |
|
|
2018
Q2 | $940K | Sell |
13,080
-1,966
| -13% | -$141K | 0.91% | 26 |
|
|
2018
Q1 | $1.09M | Buy |
+15,046
| New | +$1.09M | 1.07% | 22 |
|