Sowell Financial Services’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 | $413K | Sell |
2,899
-13
| -0.4% | -$1.85K | 0.02% | 667 |
|
|
2025
Q1 | $379K | Buy |
+2,912
| New | +$379K | 0.02% | 667 |
|
|
2023
Q2 | – | Sell |
-2,934
| Closed | -$294K | – | 690 |
|
|
2023
Q1 | $294K | Buy |
+2,934
| New | +$294K | 0.02% | 564 |
|
|
2021
Q2 | – | Sell |
-7,803
| Closed | -$873K | – | 1647 |
|
|
2021
Q1 | $873K | Buy |
7,803
+233
| +3% | +$26.1K | 0.03% | 452 |
|
|
2020
Q4 | $735K | Buy |
7,570
+2,632
| +53% | +$256K | 0.03% | 408 |
|
|
2020
Q3 | $413K | Buy |
4,938
+2
| +0% | +$167 | 0.02% | 517 |
|
|
2020
Q2 | $372K | Sell |
4,936
-250
| -5% | -$18.8K | 0.02% | 537 |
|
|
2020
Q1 | $322K | Sell |
5,186
-1,726
| -25% | -$107K | 0.02% | 522 |
|
|
2019
Q4 | $579K | Sell |
6,912
-698
| -9% | -$58.5K | 0.04% | 406 |
|
|
2019
Q3 | $604K | Buy |
+7,610
| New | +$604K | 0.05% | 358 |
|
|
2019
Q1 | $623K | Sell |
8,206
-200
| -2% | -$15.2K | 0.07% | 276 |
|
|
2018
Q4 | $540K | Buy |
+8,406
| New | +$540K | 0.08% | 256 |
|
|
2018
Q3 | – | Sell |
-9,482
| Closed | -$708K | – | 423 |
|
|
2018
Q2 | $708K | Sell |
9,482
-448
| -5% | -$33.5K | 0.15% | 131 |
|
|
2018
Q1 | $696K | Hold |
9,930
| – | – | 0.17% | 125 |
|
|
2017
Q4 | $769K | Buy |
9,930
+300
| +3% | +$23.2K | 0.19% | 115 |
|
|
2017
Q3 | $680K | Buy |
9,630
+2
| +0% | +$141 | 0.18% | 112 |
|
|
2017
Q2 | $642K | Buy |
9,628
+200
| +2% | +$13.3K | 0.18% | 111 |
|
|
2017
Q1 | $610K | Buy |
9,428
+5,528
| +142% | +$358K | 0.18% | 126 |
|
|
2016
Q4 | $247K | Buy |
+3,900
| New | +$247K | 0.08% | 169 |
|