Waverly 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 | $2.44M | Buy |
17,113
+934
| +6% | +$133K | 0.03% | 456 |
|
|
2025
Q1 | $2.11M | Sell |
16,179
-245
| -1% | -$31.9K | 0.03% | 469 |
|
|
2024
Q4 | $2.19M | Sell |
16,424
-696
| -4% | -$92.9K | 0.03% | 364 |
|
|
2024
Q3 | $2.29M | Sell |
17,120
-1,023
| -6% | -$137K | 0.04% | 309 |
|
|
2024
Q2 | $2.17M | Buy |
18,143
+91
| +0.5% | +$10.9K | 0.04% | 304 |
|
|
2024
Q1 | $2.27M | Buy |
+18,052
| New | +$2.27M | 0.05% | 239 |
|