United Capital Financial Advisors’s iShares US Industrials ETF IYJ Stock Holding History

United Capital Financial Advisors’s Portfolio IYJ Stock Details IYJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$651K	Buy	4,414 +2	+0%	+$309	﹤0.01%	939
2025 Q4	$654K	Buy	4,412 +1,554	+54%	+$227K	﹤0.01%	868
2025 Q3	$417K	Sell	2,858 -25	-0.9%	-$3.62K	﹤0.01%	919
2025 Q2	$410K	Sell	2,883 -64	-2%	-$8.53K	﹤0.01%	832
2025 Q1	$384K	Sell	2,947 -210	-7%	-$28.5K	﹤0.01%	822
2024 Q4	$422K	Hold	3,157	–	–	﹤0.01%	780
2024 Q3	$422K	Hold	3,157	–	–	﹤0.01%	772
2024 Q2	$377K	Buy	3,157 +129	+4%	+$15.7K	﹤0.01%	780
2024 Q1	$381K	Sell	3,028 -1,797	-37%	-$212K	﹤0.01%	806
2023 Q4	$552K	Sell	4,825 -29,852	-86%	-$3.12M	﹤0.01%	699
2023 Q3	$3.5M	Buy	34,677 +159	+0.5%	+$16.9K	0.02%	349
2023 Q2	$3.66M	Sell	34,518 -886	-3%	-$88.5K	0.02%	358
2023 Q1	$3.55M	Sell	35,404 -4,991	-12%	-$499K	0.02%	363
2022 Q4	$3.9M	Sell	40,395 -1,264	-3%	-$119K	0.02%	367
2022 Q3	$3.49M	Sell	41,659 -1,777	-4%	-$166K	0.02%	388
2022 Q2	$3.83M	Buy	43,436 +1,001	+2%	+$96.2K	0.02%	377
2022 Q1	$4.47M	Buy	42,435 +2,739	+7%	+$289K	0.02%	381
2021 Q4	$4.47M	Buy	39,696 +2,187	+6%	+$243K	0.02%	383
2021 Q3	$4.02M	Buy	37,509 +94	+0.3%	+$10.5K	0.02%	406
2021 Q2	$4.16M	Sell	37,415 -490	-1%	-$54.1K	0.02%	402
2021 Q1	$4.01M	Buy	37,905 +1	+0%	+$100	0.02%	386
2020 Q4	$3.68M	Buy	37,904 +70	+0.2%	+$6.39K	0.02%	403
2020 Q3	$3.16M	Sell	37,834 -1,018	-3%	-$82.8K	0.02%	416
2020 Q2	$2.93M	Sell	38,852 -3,506	-8%	-$246K	0.02%	446
2020 Q1	$2.63M	Buy	42,358 +1,402	+3%	+$109K	0.02%	449
2019 Q4	$3.43M	Buy	40,956 +2,096	+5%	+$171K	0.02%	489
2019 Q3	$3.09M	Buy	38,860 +110	+0.3%	+$8.66K	0.02%	505
2019 Q2	$3.07M	Buy	38,750 +7,178	+23%	+$555K	0.02%	514
2019 Q1	$2.4M	Sell	31,572 -266	-0.8%	-$19.3K	0.02%	552
2018 Q4	$2.05M	Buy	31,838 +418	+1%	+$29.4K	0.02%	556
2018 Q3	$2.45M	Buy	31,420 +2,458	+8%	+$187K	0.02%	561
2018 Q2	$2.08M	Buy	28,962 +2,270	+9%	+$166K	0.02%	582
2018 Q1	$1.94M	Buy	26,692 +10,126	+61%	+$762K	0.01%	598
2017 Q4	$1.22M	Sell	16,566 -88	-0.5%	-$6.28K	0.01%	732
2017 Q3	$1.15M	Buy	16,654 +156	+0.9%	+$10.4K	0.01%	738
2017 Q2	$1.08M	Sell	16,498 -2,776	-14%	-$179K	0.01%	741
2017 Q1	$1.21M	Sell	19,274 -197,936	-91%	-$12.4M	0.01%	692
2016 Q4	$13.1M	Sell	217,210 -49,254	-18%	-$2.88M	0.13%	189
2016 Q3	$15.2M	Buy	266,464 +76,250	+40%	+$4.33M	0.15%	162
2016 Q2	$10.5M	Buy	190,214 +174,184	+1,087%	+$9.45M	0.11%	217
2016 Q1	$858K	Sell	16,030 -219,904	-93%	-$10.9M	0.01%	734
2015 Q4	$12.1M	Buy	235,934 +220,912	+1,471%	+$11.5M	0.14%	163
2015 Q3	$724K	Buy	15,022 +2,784	+23%	+$142K	0.01%	784
2015 Q2	$645K	Sell	12,238 -436,130	-97%	-$23.7M	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%	-$498K	0.38%	66
2014 Q3	$24.8M	Sell	489,826 -195,676	-29%	-$10M	0.43%	54
2014 Q2	$35.5M	Buy	685,502 +673,838	+5,777%	+$34.4M	0.66%	34
2014 Q1	$587K	Sell	11,664 -1,160,524	-99%	-$57.7M	0.01%	603
2013 Q4	$59.4M	Buy	1,172,188 +2,552	+0.2%	+$122K	2.02%	5
2013 Q3	$52.9M	Buy	1,169,636 +128,618	+12%	+$5.67M	1.69%	10
2013 Q2	$43.2M	Buy	+1,041,018	New	+$43.1M	1.15%	15