SDAM
Shulman DeMeo Asset Management’s iShares US Industrials ETF IYJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.74M | Sell |
19,261
-73
| -0.4% | -$10.4K | 0.68% | 14 |
|
|
2025
Q1 | $2.52M | Buy |
19,334
+3
| +0% | +$391 | 0.71% | 13 |
|
|
2024
Q4 | $2.58M | Buy |
19,331
+53
| +0.3% | +$7.08K | 0.7% | 14 |
|
|
2024
Q3 | $2.58M | Sell |
19,278
-57
| -0.3% | -$7.62K | 0.63% | 15 |
|
|
2024
Q2 | $2.31M | Sell |
19,335
-13
| -0.1% | -$1.55K | 0.6% | 16 |
|
|
2024
Q1 | $2.43M | Buy |
19,348
+38
| +0.2% | +$4.78K | 0.64% | 15 |
|
|
2023
Q4 | $2.21M | Buy |
19,310
+116
| +0.6% | +$13.3K | 0.63% | 13 |
|
|
2023
Q3 | $1.94M | Hold |
19,194
| – | – | 0.65% | 12 |
|
|
2023
Q2 | $2.04M | Buy |
19,194
+51
| +0.3% | +$5.41K | 0.61% | 13 |
|
|
2023
Q1 | $1.92M | Buy |
19,143
+52
| +0.3% | +$5.21K | 0.6% | 14 |
|
|
2022
Q4 | $1.84M | Buy |
19,091
+114
| +0.6% | +$11K | 0.61% | 14 |
|
|
2022
Q3 | $1.59M | Hold |
18,977
| – | – | 0.56% | 14 |
|
|
2022
Q2 | $1.67M | Buy |
18,977
+48
| +0.3% | +$4.23K | 0.55% | 17 |
|
|
2022
Q1 | $2M | Buy |
18,929
+46
| +0.2% | +$4.85K | 0.55% | 15 |
|
|
2021
Q4 | $2.13M | Buy |
18,883
+80
| +0.4% | +$9.02K | 0.55% | 15 |
|
|
2021
Q3 | $2.02M | Buy |
+18,803
| New | +$2.02M | 1.75% | 8 |
|
|
2021
Q2 | – | Sell |
-18,510
| Closed | -$1.96M | – | 103 |
|
|
2021
Q1 | $1.96M | Buy |
18,510
+720
| +4% | +$76.1K | 0.53% | 18 |
|
|
2020
Q4 | $1.73M | Buy |
17,790
+8,920
| +101% | +$866K | 0.49% | 21 |
|
|
2020
Q3 | $1.48M | Buy |
8,870
+23
| +0.3% | +$3.85K | 0.5% | 20 |
|
|
2020
Q2 | $1.33M | Buy |
8,847
+66
| +0.8% | +$9.95K | 0.52% | 20 |
|
|
2020
Q1 | $1.09M | Hold |
8,781
| – | – | 0.51% | 23 |
|
|
2019
Q4 | $1.47M | Buy |
8,781
+57
| +0.7% | +$9.56K | 0.51% | 20 |
|
|
2019
Q3 | $1.39M | Hold |
8,724
| – | – | 0.46% | 26 |
|
|
2019
Q2 | $1.38M | Buy |
8,724
+27
| +0.3% | +$4.27K | 0.51% | 23 |
|
|
2019
Q1 | $1.32M | Buy |
+8,697
| New | +$1.32M | 0.5% | 24 |
|