Westside Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $201K | Hold |
1,360
| – | – | 0.03% | 298 |
|
|
2025
Q4 | $202K | Sell |
1,360
-100
| -7% | -$14.6K | 0.03% | 283 |
|
|
2025
Q3 | $213K | Hold |
1,460
| – | – | 0.03% | 274 |
|
|
2025
Q2 | $208K | Hold |
1,460
| – | – | 0.04% | 253 |
|
|
2025
Q1 | $190K | Hold |
1,460
| – | – | 0.04% | 243 |
|
|
2024
Q4 | $195K | Hold |
1,460
| – | – | 0.04% | 233 |
|
|
2024
Q3 | $195K | Hold |
1,460
| – | – | 0.04% | 242 |
|
|
2024
Q2 | $174K | Hold |
1,460
| – | – | 0.04% | 244 |
|
|
2024
Q1 | $184K | Hold |
1,460
| – | – | 0.04% | 239 |
|
|
2023
Q4 | $167K | Hold |
1,460
| – | – | 0.04% | 232 |
|
|
2023
Q3 | $147K | Sell |
1,460
-100
| -6% | -$10.6K | 0.04% | 231 |
|
|
2023
Q2 | $165K | Buy |
1,560
+100
| +7% | +$9.99K | 0.05% | 222 |
|
|
2023
Q1 | $146K | Hold |
1,460
| – | – | 0.04% | 237 |
|
|
2022
Q4 | $140 | Buy |
1,460
+200
| +16% | +$18.9K | ﹤0.01% | 343 |
|
|
2022
Q3 | $105 | Hold |
1,260
| – | – | ﹤0.01% | 353 |
|
|
2022
Q2 | $111 | Hold |
1,260
| – | – | ﹤0.01% | 343 |
|
|
2022
Q1 | $132 | Hold |
1,260
| – | – | ﹤0.01% | 345 |
|
|
2021
Q4 | $142 | Hold |
1,260
| – | – | ﹤0.01% | 327 |
|
|
2021
Q3 | $135 | Hold |
1,260
| – | – | ﹤0.01% | 319 |
|
|
2021
Q2 | $140 | Hold |
1,260
| – | – | ﹤0.01% | 312 |
|
|
2021
Q1 | $133 | Hold |
1,260
| – | – | ﹤0.01% | 308 |
|
|
2020
Q4 | $122 | Sell |
1,260
-300
| -19% | -$27.4K | ﹤0.01% | 279 |
|
|
2020
Q3 | $130 | Sell |
1,560
-200
| -11% | -$16.3K | ﹤0.01% | 284 |
|
|
2020
Q2 | $132 | Buy |
1,760
+300
| +21% | +$21K | ﹤0.01% | 258 |
|
|
2020
Q1 | $90 | Buy |
+1,460
| New | +$114K | ﹤0.01% | 285 |
|
|
2019
Q2 | $115 | Buy |
+1,460
| New | +$113K | ﹤0.01% | 234 |
|
|
2018
Q4 | $158K | Sell |
2,460
-30,558
| -93% | -$2.15M | 0.06% | 172 |
|
|
2018
Q3 | $1.51M | Buy |
33,018
+30,452
| +1,187% | +$2.31M | 0.48% | 30 |
|
|
2018
Q2 | $185K | Sell |
2,566
-98
| -4% | -$7.17K | 0.07% | 162 |
|
|
2018
Q1 | $189K | Buy |
2,664
+60
| +2% | +$4.51K | 0.1% | 157 |
|
|
2017
Q4 | $199K | Hold |
2,604
| – | – | 0.11% | 153 |
|
|
2017
Q3 | $183K | Buy |
2,604
+2
| +0.1% | +$134 | 0.11% | 145 |
|
|
2017
Q2 | $173K | Sell |
2,602
-2
| -0.1% | -$129 | 0.11% | 146 |
|
|
2017
Q1 | $163K | Sell |
2,604
-10,272
| -80% | -$642K | 0.08% | 143 |
|
|
2016
Q4 | $621K | Buy |
+12,876
| New | +$753K | 0.42% | 31 |
|
Other funds holding IYJ
PCH
KA
