Stratos Wealth Partners’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 | $258K | Buy |
1,814
+7
| +0.4% | +$996 | ﹤0.01% | 1204 |
|
|
2025
Q1 | $235K | Buy |
1,807
+1
| +0.1% | +$130 | ﹤0.01% | 1200 |
|
|
2024
Q4 | $241K | Sell |
1,806
-202
| -10% | -$27K | ﹤0.01% | 1263 |
|
|
2024
Q3 | $268K | Buy |
2,008
+75
| +4% | +$10K | ﹤0.01% | 1204 |
|
|
2024
Q2 | $231K | Sell |
1,933
-522
| -21% | -$62.4K | ﹤0.01% | 1209 |
|
|
2024
Q1 | $309K | Buy |
2,455
+349
| +17% | +$43.9K | 0.01% | 1086 |
|
|
2023
Q4 | $241K | Buy |
+2,106
| New | +$241K | ﹤0.01% | 1189 |
|
|
2023
Q1 | – | Sell |
-4,794
| Closed | -$462K | – | 1181 |
|
|
2022
Q4 | $462K | Buy |
+4,794
| New | +$462K | 0.01% | 758 |
|
|
2018
Q4 | – | Sell |
-2,678
| Closed | -$209K | – | 1665 |
|
|
2018
Q3 | $209K | Buy |
+2,678
| New | +$209K | 0.01% | 827 |
|
|
2018
Q2 | – | Sell |
-3,850
| Closed | -$279K | – | 1788 |
|
|
2018
Q1 | $279K | Buy |
3,850
+368
| +11% | +$26.7K | 0.01% | 753 |
|
|
2017
Q4 | $257K | Buy |
+3,482
| New | +$257K | 0.01% | 766 |
|
|
2017
Q1 | – | Sell |
-3,524
| Closed | -$212K | – | 840 |
|
|
2016
Q4 | $212K | Buy |
+3,524
| New | +$212K | 0.01% | 638 |
|