SFPG
Stonebridge Financial Planning Group’s iShares US Industrials ETF IYJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $526K | Sell |
3,696
-24
| -0.6% | -$3.42K | 0.22% | 109 |
|
|
2025
Q1 | $484K | Sell |
3,720
-75
| -2% | -$9.77K | 0.22% | 110 |
|
|
2024
Q4 | $507K | Buy |
3,795
+1
| +0% | +$134 | 0.23% | 107 |
|
|
2024
Q3 | $507K | Buy |
3,794
+1
| +0% | +$134 | 0.24% | 104 |
|
|
2024
Q2 | $453K | Sell |
3,793
-116
| -3% | -$13.9K | 0.23% | 107 |
|
|
2024
Q1 | $491K | Sell |
3,909
-149
| -4% | -$18.7K | 0.26% | 99 |
|
|
2023
Q4 | $464K | Sell |
4,058
-49
| -1% | -$5.6K | 0.27% | 95 |
|
|
2023
Q3 | $414K | Sell |
4,107
-200
| -5% | -$20.2K | 0.27% | 96 |
|
|
2023
Q2 | $457K | Sell |
4,307
-200
| -4% | -$21.2K | 0.28% | 85 |
|
|
2023
Q1 | $451K | Sell |
4,507
-199
| -4% | -$19.9K | 0.29% | 89 |
|
|
2022
Q4 | $454K | Hold |
4,706
| – | – | 0.3% | 84 |
|
|
2022
Q3 | $394K | Sell |
4,706
-199
| -4% | -$16.7K | 0.28% | 86 |
|
|
2022
Q2 | $432K | Sell |
4,905
-298
| -6% | -$26.2K | 0.29% | 76 |
|
|
2022
Q1 | $549K | Sell |
5,203
-54
| -1% | -$5.7K | 0.31% | 71 |
|
|
2021
Q4 | $556K | Hold |
5,257
| – | – | 0.29% | 67 |
|
|
2021
Q3 | $587K | Sell |
5,257
-199
| -4% | -$22.2K | 0.29% | 73 |
|
|
2021
Q2 | $616K | Hold |
5,456
| – | – | 0.33% | 64 |
|
|
2021
Q1 | $597K | Hold |
5,456
| – | – | 0.35% | 58 |
|
|
2020
Q4 | $530K | Buy |
5,456
+2,729
| +100% | +$265K | 0.34% | 57 |
|
|
2020
Q3 | $481K | Sell |
2,727
-354
| -11% | -$62.4K | 0.35% | 59 |
|
|
2020
Q2 | $467K | Sell |
3,081
-274
| -8% | -$41.5K | 0.4% | 52 |
|
|
2020
Q1 | $441K | Sell |
3,355
-274
| -8% | -$36K | 0.44% | 49 |
|
|
2019
Q4 | $608K | Buy |
+3,629
| New | +$608K | 0.55% | 44 |
|