TW
Transform Wealth’s iShares US Industrials ETF IYJ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $1.75M | Buy |
+13,461
| New | +$1.75M | 0.11% | 122 |
|
2020
Q1 | – | Sell |
-1,270
| Closed | -$213K | – | 226 |
|
2019
Q4 | $213K | Hold |
1,270
| – | – | 0.03% | 217 |
|
2019
Q3 | $202K | Sell |
1,270
-647
| -34% | -$103K | 0.04% | 203 |
|
2019
Q2 | $303K | Hold |
1,917
| – | – | 0.04% | 208 |
|
2019
Q1 | $291K | Buy |
+1,917
| New | +$291K | 0.05% | 142 |
|