Wealthspire Advisors (New York)’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 | $422K | Hold |
2,965
| – | – | ﹤0.01% | 582 |
|
|
2025
Q1 | $386K | Sell |
2,965
-23
| -0.8% | -$2.99K | ﹤0.01% | 576 |
|
|
2024
Q4 | $399K | Buy |
2,988
+23
| +0.8% | +$3.07K | ﹤0.01% | 576 |
|
|
2024
Q3 | $396K | Buy |
2,965
+173
| +6% | +$23.1K | ﹤0.01% | 549 |
|
|
2024
Q2 | $333K | Hold |
2,792
| – | – | ﹤0.01% | 516 |
|
|
2024
Q1 | $351K | Hold |
2,792
| – | – | ﹤0.01% | 493 |
|
|
2023
Q4 | $319K | Hold |
2,792
| – | – | ﹤0.01% | 510 |
|
|
2023
Q3 | $282K | Hold |
2,792
| – | – | ﹤0.01% | 499 |
|
|
2023
Q2 | $296K | Hold |
2,792
| – | – | ﹤0.01% | 461 |
|
|
2023
Q1 | $280K | Hold |
2,792
| – | – | ﹤0.01% | 454 |
|
|
2022
Q4 | $269K | Hold |
2,792
| – | – | ﹤0.01% | 478 |
|
|
2022
Q3 | $234K | Hold |
2,792
| – | – | ﹤0.01% | 451 |
|
|
2022
Q2 | $246K | Buy |
2,792
+185
| +7% | +$16.3K | 0.01% | 440 |
|
|
2022
Q1 | $275K | Buy |
+2,607
| New | +$275K | 0.01% | 367 |
|