Steward Partners Investment Advisory’s iShares US Industrials ETF IYJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.39M | Buy |
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|
2025
Q1 | $746K | Sell |
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|
2024
Q4 | $905K | Sell |
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|
2024
Q3 | $912K | Buy |
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|
2024
Q2 | $808K | Buy |
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|
2024
Q1 | $582K | Buy |
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|
2023
Q4 | $315K | Buy |
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|
2023
Q3 | $234K | Sell |
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|
2023
Q2 | $249K | Sell |
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|
2023
Q1 | $241K | Buy |
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|
2022
Q4 | $194K | Buy |
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|
2022
Q3 | $166K | Sell |
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|
2022
Q2 | $253K | Hold |
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|
2022
Q1 | $303K | Sell |
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|
2021
Q4 | $667K | Buy |
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|
2021
Q3 | $583K | Sell |
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|
2021
Q2 | $641K | Sell |
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|
2021
Q1 | $625K | Sell |
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|
2020
Q4 | $2.43M | Buy |
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|
2020
Q3 | $1.25M | Buy |
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|
2020
Q2 | $1.04M | Buy |
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|
2020
Q1 | $831K | Buy |
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|
2019
Q4 | $685K | Buy |
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|
2019
Q3 | $479K | Buy |
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|
2019
Q2 | $361K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.48M | Buy |
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|
2018
Q2 | $1.33M | Sell |
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|
2018
Q1 | $1.61M | Buy |
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|
2017
Q4 | $1.55M | Buy |
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|
2017
Q3 | $1.39M | Sell |
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|
2017
Q2 | $1.59M | Sell |
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|
2017
Q1 | $3.49M | Buy |
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