United Capital Financial Advisors’s iShares US Industrials ETF IYJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $417K | Sell |
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|
2025
Q2 | $410K | Sell |
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|
2025
Q1 | $384K | Sell |
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|
2024
Q4 | $422K | Hold |
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|
2024
Q3 | $422K | Hold |
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|
2024
Q2 | $377K | Buy |
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|
2024
Q1 | $381K | Sell |
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|
2023
Q4 | $552K | Sell |
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|
2023
Q3 | $3.5M | Buy |
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|
2023
Q2 | $3.66M | Sell |
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|
2023
Q1 | $3.55M | Sell |
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|
2022
Q4 | $3.9M | Sell |
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|
2022
Q3 | $3.49M | Sell |
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|
2022
Q2 | $3.83M | Buy |
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|
2022
Q1 | $4.47M | Buy |
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|
2021
Q4 | $4.47M | Buy |
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|
2021
Q3 | $4.02M | Buy |
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|
2021
Q2 | $4.16M | Sell |
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|
2021
Q1 | $4.01M | Buy |
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|
2020
Q4 | $3.68M | Buy |
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|
2020
Q3 | $3.16M | Sell |
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|
2020
Q2 | $2.93M | Sell |
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|
2020
Q1 | $2.63M | Buy |
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|
2019
Q4 | $3.43M | Buy |
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|
2019
Q3 | $3.09M | Buy |
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|
2019
Q2 | $3.07M | Buy |
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|
2019
Q1 | $2.4M | Sell |
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|
2018
Q4 | $2.05M | Buy |
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|
2018
Q3 | $2.45M | Buy |
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|
2018
Q2 | $2.08M | Buy |
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|
2018
Q1 | $1.94M | Buy |
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|
2017
Q4 | $1.22M | Sell |
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|
2017
Q3 | $1.15M | Buy |
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|
2017
Q2 | $1.08M | Sell |
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|
2017
Q1 | $1.21M | Sell |
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|
2016
Q4 | $13.1M | Sell |
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|
2016
Q3 | $15.2M | Buy |
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|
2016
Q2 | $10.5M | Buy |
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|
2016
Q1 | $858K | Sell |
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|
2015
Q4 | $12.1M | Buy |
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|
2015
Q3 | $724K | Buy |
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|
2015
Q2 | $645K | Sell |
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|
2015
Q1 | $24.1M | Sell |
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|
2014
Q4 | $25.6M | Sell |
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|
2014
Q3 | $24.8M | Sell |
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|
2014
Q2 | $35.5M | Buy |
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|
2014
Q1 | $587K | Sell |
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|
2013
Q4 | $59.4M | Buy |
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|
2013
Q3 | $52.9M | Buy |
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|
2013
Q2 | $43.2M | Buy |
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