Provenance Wealth 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 | $86.8K | Sell |
610
-64
| -9% | -$9.11K | 0.01% | 171 |
|
|
2025
Q1 | $87.7K | Hold |
674
| – | – | 0.01% | 191 |
|
|
2024
Q4 | $90K | Hold |
674
| – | – | 0.01% | 194 |
|
|
2024
Q3 | $90.1K | Hold |
674
| – | – | 0.01% | 198 |
|
|
2024
Q2 | $80.5K | Hold |
674
| – | – | 0.01% | 185 |
|
|
2024
Q1 | $84.7K | Hold |
674
| – | – | 0.01% | 194 |
|
|
2023
Q4 | $77.1K | Hold |
674
| – | – | 0.01% | 179 |
|
|
2023
Q3 | $68K | Buy |
+674
| New | +$68K | 0.01% | 163 |
|