Stonebridge Financial Planning Group’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 | $526K | Sell |
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|
2025
Q1 | $484K | Sell |
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|
2024
Q4 | $507K | Buy |
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|
2024
Q3 | $507K | Buy |
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|
2024
Q2 | $453K | Sell |
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|
2024
Q1 | $491K | Sell |
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|
2023
Q4 | $464K | Sell |
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|
2023
Q3 | $414K | Sell |
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|
2023
Q2 | $457K | Sell |
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|
2023
Q1 | $451K | Sell |
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|
2022
Q4 | $454K | Hold |
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|
2022
Q3 | $394K | Sell |
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|
2022
Q2 | $432K | Sell |
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|
2022
Q1 | $549K | Sell |
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|
2021
Q4 | $556K | Hold |
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|
2021
Q3 | $587K | Sell |
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|
2021
Q2 | $616K | Hold |
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|
2021
Q1 | $597K | Hold |
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|
2020
Q4 | $530K | Buy |
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|
2020
Q3 | $481K | Sell |
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|
2020
Q2 | $467K | Sell |
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|
2020
Q1 | $441K | Sell |
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|
2019
Q4 | $608K | Buy |
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