United Capital Financial Advisors’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 | $410K | Sell |
2,883
-64
| -2% | -$9.11K | ﹤0.01% | 823 |
|
|
2025
Q1 | $384K | Sell |
2,947
-210
| -7% | -$27.3K | ﹤0.01% | 814 |
|
|
2024
Q4 | $422K | Hold |
3,157
| – | – | ﹤0.01% | 773 |
|
|
2024
Q3 | $422K | Hold |
3,157
| – | – | ﹤0.01% | 772 |
|
|
2024
Q2 | $377K | Buy |
3,157
+129
| +4% | +$15.4K | ﹤0.01% | 774 |
|
|
2024
Q1 | $381K | Sell |
3,028
-1,797
| -37% | -$226K | ﹤0.01% | 800 |
|
|
2023
Q4 | $552K | Sell |
4,825
-29,852
| -86% | -$3.41M | ﹤0.01% | 698 |
|
|
2023
Q3 | $3.5M | Buy |
34,677
+159
| +0.5% | +$16K | 0.02% | 349 |
|
|
2023
Q2 | $3.66M | Sell |
34,518
-886
| -3% | -$94K | 0.02% | 358 |
|
|
2023
Q1 | $3.55M | Sell |
35,404
-4,991
| -12% | -$500K | 0.02% | 362 |
|
|
2022
Q4 | $3.9M | Sell |
40,395
-1,264
| -3% | -$122K | 0.02% | 367 |
|
|
2022
Q3 | $3.49M | Sell |
41,659
-1,777
| -4% | -$149K | 0.02% | 388 |
|
|
2022
Q2 | $3.83M | Buy |
43,436
+1,001
| +2% | +$88.2K | 0.02% | 377 |
|
|
2022
Q1 | $4.47M | Buy |
42,435
+2,739
| +7% | +$289K | 0.02% | 380 |
|
|
2021
Q4 | $4.48M | Buy |
39,696
+2,187
| +6% | +$247K | 0.02% | 383 |
|
|
2021
Q3 | $4.02M | Buy |
37,509
+94
| +0.3% | +$10.1K | 0.02% | 406 |
|
|
2021
Q2 | $4.16M | Sell |
37,415
-490
| -1% | -$54.5K | 0.02% | 402 |
|
|
2021
Q1 | $4.01M | Buy |
37,905
+1
| +0% | +$106 | 0.02% | 386 |
|
|
2020
Q4 | $3.68M | Buy |
37,904
+70
| +0.2% | +$6.8K | 0.02% | 402 |
|
|
2020
Q3 | $3.16M | Sell |
37,834
-1,018
| -3% | -$85.1K | 0.02% | 416 |
|
|
2020
Q2 | $2.93M | Sell |
38,852
-3,506
| -8% | -$264K | 0.02% | 445 |
|
|
2020
Q1 | $2.63M | Buy |
42,358
+1,402
| +3% | +$87.1K | 0.02% | 448 |
|
|
2019
Q4 | $3.43M | Buy |
40,956
+2,096
| +5% | +$176K | 0.02% | 488 |
|
|
2019
Q3 | $3.09M | Buy |
38,860
+110
| +0.3% | +$8.74K | 0.02% | 504 |
|
|
2019
Q2 | $3.07M | Buy |
38,750
+7,178
| +23% | +$568K | 0.02% | 511 |
|
|
2019
Q1 | $2.4M | Sell |
31,572
-266
| -0.8% | -$20.2K | 0.02% | 548 |
|
|
2018
Q4 | $2.05M | Buy |
31,838
+418
| +1% | +$26.9K | 0.02% | 556 |
|
|
2018
Q3 | $2.45M | Buy |
31,420
+2,458
| +8% | +$192K | 0.02% | 561 |
|
|
2018
Q2 | $2.08M | Buy |
28,962
+2,270
| +9% | +$163K | 0.02% | 582 |
|
|
2018
Q1 | $1.94M | Buy |
26,692
+10,126
| +61% | +$734K | 0.01% | 598 |
|
|
2017
Q4 | $1.22M | Sell |
16,566
-88
| -0.5% | -$6.5K | 0.01% | 732 |
|
|
2017
Q3 | $1.15M | Buy |
16,654
+156
| +0.9% | +$10.8K | 0.01% | 738 |
|
|
2017
Q2 | $1.09M | Sell |
16,498
-2,776
| -14% | -$183K | 0.01% | 741 |
|
|
2017
Q1 | $1.21M | Sell |
19,274
-197,936
| -91% | -$12.5M | 0.01% | 692 |
|
|
2016
Q4 | $13.1M | Sell |
217,210
-49,254
| -18% | -$2.97M | 0.13% | 189 |
|
|
2016
Q3 | $15.2M | Buy |
266,464
+76,250
| +40% | +$4.36M | 0.15% | 162 |
|
|
2016
Q2 | $10.5M | Buy |
190,214
+174,184
| +1,087% | +$9.58M | 0.11% | 217 |
|
|
2016
Q1 | $858K | Sell |
16,030
-219,904
| -93% | -$11.8M | 0.01% | 734 |
|
|
2015
Q4 | $12.1M | Buy |
235,934
+220,912
| +1,471% | +$11.4M | 0.14% | 163 |
|
|
2015
Q3 | $724K | Buy |
15,022
+2,784
| +23% | +$134K | 0.01% | 784 |
|
|
2015
Q2 | $645K | Sell |
12,238
-436,130
| -97% | -$23M | 0.01% | 833 |
|
|
2015
Q1 | $24.1M | Sell |
448,368
-31,884
| -7% | -$1.71M | 0.29% | 88 |
|
|
2014
Q4 | $25.6M | Sell |
480,252
-9,574
| -2% | -$510K | 0.38% | 66 |
|
|
2014
Q3 | $24.8M | Sell |
489,826
-195,676
| -29% | -$9.89M | 0.43% | 54 |
|
|
2014
Q2 | $35.5M | Buy |
685,502
+673,838
| +5,777% | +$34.9M | 0.66% | 34 |
|
|
2014
Q1 | $587K | Sell |
11,664
-1,160,524
| -99% | -$58.4M | 0.01% | 603 |
|
|
2013
Q4 | $59.4M | Buy |
1,172,188
+2,552
| +0.2% | +$129K | 2.02% | 5 |
|
|
2013
Q3 | $52.9M | Buy |
1,169,636
+128,618
| +12% | +$5.82M | 1.69% | 10 |
|
|
2013
Q2 | $43.2M | Buy |
+1,041,018
| New | +$43.2M | 1.15% | 15 |
|