WMG Financial Advisors’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
2022
Q3
Sell
-2,322
Closed -$206K 146
2022
Q2
$206K Sell
2,322
-4,544
-66% -$403K 0.18% 129
2022
Q1
$724K Buy
6,866
+669
+11% +$70.5K 0.53% 45
2021
Q4
$701K Buy
+6,197
New +$701K 0.55% 46