Summit Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $402K | Hold |
3,200
| – | – | 0.14% | 134 |
|
|
2023
Q4 | $366K | Hold |
3,200
| – | – | 0.14% | 140 |
|
|
2023
Q3 | $323K | Hold |
3,200
| – | – | 0.14% | 141 |
|
|
2023
Q2 | $339K | Hold |
3,200
| – | – | 0.13% | 144 |
|
|
2023
Q1 | $321K | Hold |
3,200
| – | – | 0.12% | 149 |
|
|
2022
Q4 | $309K | Hold |
3,200
| – | – | 0.12% | 153 |
|
|
2022
Q3 | $268K | Hold |
3,200
| – | – | 0.11% | 160 |
|
|
2022
Q2 | $282K | Hold |
3,200
| – | – | 0.11% | 160 |
|
|
2022
Q1 | $337K | Hold |
3,200
| – | – | 0.11% | 155 |
|
|
2021
Q4 | $361K | Hold |
3,200
| – | – | 0.12% | 155 |
|
|
2021
Q3 | $342K | Hold |
3,200
| – | – | 0.12% | 153 |
|
|
2021
Q2 | $355K | Hold |
3,200
| – | – | 0.13% | 147 |
|
|
2021
Q1 | $338K | Hold |
3,200
| – | – | 0.14% | 132 |
|
|
2020
Q4 | $310K | Hold |
3,200
| – | – | 0.14% | 125 |
|
|
2020
Q3 | $268K | Hold |
3,200
| – | – | 0.13% | 128 |
|
|
2020
Q2 | $241K | Buy |
+3,200
| New | +$241K | 0.13% | 134 |
|
|
2020
Q1 | – | Sell |
-3,200
| Closed | -$268K | – | 151 |
|
|
2019
Q4 | $268K | Hold |
3,200
| – | – | 0.13% | 136 |
|
|
2019
Q3 | $254K | Hold |
3,200
| – | – | 0.13% | 137 |
|
|
2019
Q2 | $253K | Buy |
+3,200
| New | +$253K | 0.11% | 143 |
|