Summit X LLC’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 | $261K | Sell |
1,837
-68
| -4% | -$9.68K | 0.05% | 212 |
|
|
2025
Q1 | $248K | Sell |
1,905
-320
| -14% | -$41.7K | 0.05% | 192 |
|
|
2024
Q4 | $297K | Sell |
2,225
-46
| -2% | -$6.14K | 0.07% | 169 |
|
|
2024
Q3 | $271K | Sell |
2,271
-129
| -5% | -$15.4K | 0.07% | 171 |
|
|
2024
Q2 | $287K | Sell |
2,400
-58
| -2% | -$6.94K | 0.06% | 189 |
|
|
2024
Q1 | $309K | Sell |
2,458
-226
| -8% | -$28.4K | 0.08% | 152 |
|
|
2023
Q4 | $303K | Sell |
2,684
-3
| -0.1% | -$338 | 0.09% | 146 |
|
|
2023
Q3 | $271K | Sell |
2,687
-81
| -3% | -$8.17K | 0.09% | 144 |
|
|
2023
Q2 | $294K | Sell |
2,768
-2,709
| -49% | -$287K | 0.07% | 219 |
|
|
2023
Q1 | $549K | Buy |
+5,477
| New | +$549K | 0.14% | 146 |
|