Steward Partners Investment Advisory’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 | $4.39M | Buy |
30,854
+25,121
| +438% | +$3.57M | 0.03% | 463 |
|
|
2025
Q1 | $746K | Sell |
5,733
-1,045
| -15% | -$136K | 0.01% | 1033 |
|
|
2024
Q4 | $905K | Sell |
6,778
-43
| -0.6% | -$5.74K | 0.01% | 912 |
|
|
2024
Q3 | $912K | Buy |
6,821
+57
| +0.8% | +$7.62K | 0.01% | 888 |
|
|
2024
Q2 | $808K | Buy |
6,764
+2,136
| +46% | +$255K | 0.01% | 879 |
|
|
2024
Q1 | $582K | Buy |
4,628
+1,872
| +68% | +$235K | 0.01% | 996 |
|
|
2023
Q4 | $315K | Buy |
2,756
+437
| +19% | +$50K | ﹤0.01% | 1197 |
|
|
2023
Q3 | $234K | Sell |
2,319
-25
| -1% | -$2.52K | ﹤0.01% | 1210 |
|
|
2023
Q2 | $249K | Sell |
2,344
-61
| -3% | -$6.47K | ﹤0.01% | 1189 |
|
|
2023
Q1 | $241K | Buy |
2,405
+396
| +20% | +$39.7K | ﹤0.01% | 1203 |
|
|
2022
Q4 | $194K | Buy |
2,009
+27
| +1% | +$2.6K | ﹤0.01% | 1252 |
|
|
2022
Q3 | $166K | Sell |
1,982
-893
| -31% | -$74.8K | ﹤0.01% | 1276 |
|
|
2022
Q2 | $253K | Hold |
2,875
| – | – | ﹤0.01% | 1110 |
|
|
2022
Q1 | $303K | Sell |
2,875
-3,041
| -51% | -$320K | ﹤0.01% | 1132 |
|
|
2021
Q4 | $667K | Buy |
5,916
+480
| +9% | +$54.1K | 0.01% | 848 |
|
|
2021
Q3 | $583K | Sell |
5,436
-337
| -6% | -$36.1K | 0.01% | 854 |
|
|
2021
Q2 | $641K | Sell |
5,773
-142
| -2% | -$15.8K | 0.01% | 841 |
|
|
2021
Q1 | $625K | Sell |
5,915
-19,095
| -76% | -$2.02M | 0.01% | 801 |
|
|
2020
Q4 | $2.43M | Buy |
25,010
+10,014
| +67% | +$972K | 0.05% | 330 |
|
|
2020
Q3 | $1.25M | Buy |
14,996
+1,172
| +8% | +$97.9K | 0.03% | 415 |
|
|
2020
Q2 | $1.04M | Buy |
13,824
+430
| +3% | +$32.4K | 0.03% | 441 |
|
|
2020
Q1 | $831K | Buy |
13,394
+5,222
| +64% | +$324K | 0.03% | 428 |
|
|
2019
Q4 | $685K | Buy |
8,172
+2,132
| +35% | +$179K | 0.02% | 552 |
|
|
2019
Q3 | $479K | Buy |
6,040
+1,472
| +32% | +$117K | 0.02% | 595 |
|
|
2019
Q2 | $361K | Buy |
+4,568
| New | +$361K | 0.01% | 642 |
|
|
2018
Q4 | – | Sell |
-18,940
| Closed | -$1.48M | – | 1467 |
|
|
2018
Q3 | $1.48M | Buy |
18,940
+460
| +2% | +$35.9K | 0.07% | 269 |
|
|
2018
Q2 | $1.33M | Sell |
18,480
-3,746
| -17% | -$269K | 0.08% | 249 |
|
|
2018
Q1 | $1.61M | Buy |
22,226
+1,212
| +6% | +$87.8K | 0.11% | 200 |
|
|
2017
Q4 | $1.55M | Buy |
21,014
+986
| +5% | +$72.6K | 0.12% | 187 |
|
|
2017
Q3 | $1.39M | Sell |
20,028
-4,180
| -17% | -$289K | 0.14% | 149 |
|
|
2017
Q2 | $1.59M | Sell |
24,208
-31,226
| -56% | -$2.05M | 0.18% | 129 |
|
|
2017
Q1 | $3.49M | Buy |
+55,434
| New | +$3.49M | 0.53% | 50 |
|