Whittier Trust’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 | $421K | Hold |
2,811
| – | – | ﹤0.01% | 464 |
|
|
2025
Q4 | $435K | Hold |
2,811
| – | – | ﹤0.01% | 456 |
|
|
2025
Q3 | $413K | Buy |
2,811
+1
| +0% | +$145 | ﹤0.01% | 462 |
|
|
2025
Q2 | $400K | Hold |
2,810
| – | – | ﹤0.01% | 526 |
|
|
2025
Q1 | $366K | Hold |
2,810
| – | – | 0.01% | 540 |
|
|
2024
Q4 | $375K | Hold |
2,810
| – | – | ﹤0.01% | 537 |
|
|
2024
Q3 | $376K | Hold |
2,810
| – | – | 0.01% | 553 |
|
|
2024
Q2 | $336K | Hold |
2,810
| – | – | ﹤0.01% | 550 |
|
|
2024
Q1 | $353K | Hold |
2,810
| – | – | 0.01% | 543 |
|
|
2023
Q4 | $321K | Hold |
2,810
| – | – | 0.01% | 562 |
|
|
2023
Q3 | $284K | Hold |
2,810
| – | – | 0.01% | 565 |
|
|
2023
Q2 | $298K | Hold |
2,810
| – | – | 0.01% | 560 |
|
|
2023
Q1 | $281K | Hold |
2,810
| – | – | 0.01% | 584 |
|
|
2022
Q4 | $271K | Hold |
2,810
| – | – | 0.01% | 583 |
|
|
2022
Q3 | $235K | Hold |
2,810
| – | – | ﹤0.01% | 591 |
|
|
2022
Q2 | $248K | Hold |
2,810
| – | – | 0.01% | 589 |
|
|
2022
Q1 | $296K | Hold |
2,810
| – | – | 0.01% | 588 |
|
|
2021
Q4 | $317K | Hold |
2,810
| – | – | 0.01% | 579 |
|
|
2021
Q3 | $301K | Hold |
2,810
| – | – | 0.01% | 562 |
|
|
2021
Q2 | $312K | Hold |
2,810
| – | – | 0.01% | 565 |
|
|
2021
Q1 | $297K | Hold |
2,810
| – | – | 0.01% | 569 |
|
|
2020
Q4 | $273K | Hold |
2,810
| – | – | 0.01% | 537 |
|
|
2020
Q3 | $235K | Hold |
2,810
| – | – | 0.01% | 540 |
|
|
2020
Q2 | $212K | Hold |
2,810
| – | – | 0.01% | 536 |
|
|
2020
Q1 | $175K | Hold |
2,810
| – | – | 0.01% | 546 |
|
|
2019
Q4 | $236K | Hold |
2,810
| – | – | 0.01% | 530 |
|
|
2019
Q3 | $223K | Hold |
2,810
| – | – | 0.01% | 536 |
|
|
2019
Q2 | $222K | Hold |
2,810
| – | – | 0.01% | 513 |
|
|
2019
Q1 | $213K | Hold |
2,810
| – | – | 0.01% | 518 |
|
|
2018
Q4 | $181K | Buy |
2,810
+60
| +2% | +$4.21K | 0.01% | 523 |
|
|
2018
Q3 | $215K | Hold |
2,750
| – | – | 0.01% | 500 |
|
|
2018
Q2 | $198K | Hold |
2,750
| – | – | 0.01% | 509 |
|
|
2018
Q1 | $199K | Hold |
2,750
| – | – | 0.01% | 515 |
|
|
2017
Q4 | $203K | Hold |
2,750
| – | – | 0.01% | 502 |
|
|
2017
Q3 | $190K | Buy |
+2,750
| New | +$184K | 0.01% | 497 |
|
|
2016
Q1 | – | Sell |
-3,706
| Closed | -$191K | – | 1196 |
|
|
2015
Q4 | $191K | Buy |
+3,706
| New | +$193K | 0.01% | 470 |
|
Other funds holding IYJ
PCH
KA
