Wealth Management Partners’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 | $478K | Hold |
3,321
| – | – | 0.17% | 90 |
|
|
2025
Q1 | $432K | Hold |
3,321
| – | – | 0.2% | 85 |
|
|
2024
Q4 | $443K | Sell |
3,321
-89
| -3% | -$11.9K | 0.19% | 81 |
|
|
2024
Q3 | $456K | Sell |
3,410
-5
| -0.1% | -$668 | 0.21% | 75 |
|
|
2024
Q2 | $408K | Sell |
3,415
-123
| -3% | -$14.7K | 0.2% | 74 |
|
|
2024
Q1 | $445K | Sell |
3,538
-1,452
| -29% | -$183K | 0.23% | 75 |
|
|
2023
Q4 | $571K | Sell |
4,990
-580
| -10% | -$66.3K | 0.32% | 64 |
|
|
2023
Q3 | $562K | Hold |
5,570
| – | – | 0.35% | 58 |
|
|
2023
Q2 | $591K | Sell |
5,570
-354
| -6% | -$37.5K | 0.37% | 56 |
|
|
2023
Q1 | $593K | Sell |
5,924
-76
| -1% | -$7.61K | 0.41% | 51 |
|
|
2022
Q4 | $585K | Hold |
6,000
| – | – | 0.49% | 49 |
|
|
2022
Q3 | $525K | Sell |
6,000
-1,000
| -14% | -$87.5K | 0.46% | 53 |
|
|
2022
Q2 | $606K | Sell |
7,000
-1,000
| -13% | -$86.6K | 0.53% | 48 |
|
|
2022
Q1 | $835K | Hold |
8,000
| – | – | 0.6% | 38 |
|
|
2021
Q4 | $880K | Sell |
8,000
-62
| -0.8% | -$6.82K | 0.6% | 40 |
|
|
2021
Q3 | $864K | Sell |
8,062
-250
| -3% | -$26.8K | 0.64% | 41 |
|
|
2021
Q2 | $924K | Buy |
8,312
+4,849
| +140% | +$539K | 0.64% | 45 |
|
|
2021
Q1 | $371K | Sell |
3,463
-251
| -7% | -$26.9K | 0.28% | 74 |
|
|
2020
Q4 | $357K | Buy |
+3,714
| New | +$357K | 0.28% | 81 |
|