Wealth Management Partners’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 | $484K | Sell |
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|
2025
Q2 | $478K | Hold |
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|
2025
Q1 | $432K | Hold |
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|
2024
Q4 | $443K | Sell |
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|
2024
Q3 | $456K | Sell |
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|
2024
Q2 | $408K | Sell |
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|
2024
Q1 | $445K | Sell |
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|
2023
Q4 | $571K | Sell |
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|
2023
Q3 | $562K | Hold |
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|
2023
Q2 | $591K | Sell |
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|
2023
Q1 | $593K | Sell |
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|
2022
Q4 | $585K | Hold |
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|
2022
Q3 | $525K | Sell |
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|
2022
Q2 | $606K | Sell |
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|
2022
Q1 | $835K | Hold |
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|
2021
Q4 | $880K | Sell |
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|
2021
Q3 | $864K | Sell |
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|
2021
Q2 | $924K | Buy |
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|
2021
Q1 | $371K | Sell |
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|
2020
Q4 | $357K | Buy |
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