The Family Firm’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 | – | Sell |
-1,839
| Closed | -$239K | – | 142 |
|
|
2025
Q1 | $239K | Buy |
1,839
+4
| +0.2% | +$521 | 0.05% | 188 |
|
|
2024
Q4 | $245K | Sell |
1,835
-221
| -11% | -$29.5K | 0.05% | 187 |
|
|
2024
Q3 | $275K | Buy |
2,056
+4
| +0.2% | +$535 | 0.06% | 174 |
|
|
2024
Q2 | $245K | Sell |
2,052
-202
| -9% | -$24.1K | 0.05% | 179 |
|
|
2024
Q1 | $283K | Buy |
2,254
+5
| +0.2% | +$628 | 0.07% | 162 |
|
|
2023
Q4 | $257K | Buy |
2,249
+13
| +0.6% | +$1.49K | 0.07% | 164 |
|
|
2023
Q3 | $226K | Hold |
2,236
| – | – | 0.06% | 161 |
|
|
2023
Q2 | $237K | Buy |
2,236
+6
| +0.3% | +$636 | 0.06% | 164 |
|
|
2023
Q1 | $223K | Buy |
2,230
+6
| +0.3% | +$601 | 0.06% | 169 |
|
|
2022
Q4 | $215K | Buy |
+2,224
| New | +$215K | 0.06% | 173 |
|
|
2022
Q2 | – | Sell |
-2,205
| Closed | -$232K | – | 179 |
|
|
2022
Q1 | $232K | Buy |
2,205
+5
| +0.2% | +$526 | 0.06% | 167 |
|
|
2021
Q4 | $248K | Buy |
2,200
+5
| +0.2% | +$564 | 0.06% | 165 |
|
|
2021
Q3 | $249K | Sell |
2,195
-174
| -7% | -$19.7K | 0.07% | 158 |
|
|
2021
Q2 | $263K | Buy |
2,369
+8
| +0.3% | +$888 | 0.07% | 149 |
|
|
2021
Q1 | $249K | Hold |
2,361
| – | – | 0.07% | 148 |
|
|
2020
Q4 | $230K | Buy |
+2,361
| New | +$230K | 0.07% | 151 |
|