AWM
IYJ icon

Accel Wealth Management’s iShares US Industrials ETF IYJ Stock Holding History

Accel Wealth Management’s Portfolio IYJ Stock Details IYJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-101
Closed -$9.74K – 1266
2022
Q4 		$9.74K Sell
101
-28
-22% -$2.64K ﹤0.01% 715
2022
Q3 		$12K Hold
129
– – 0.01% 696
2022
Q2 		$12K Buy
129
+4
+3% +$384 0.01% 665
2022
Q1 		$13K Hold
125
– – 0.01% 660
2021
Q4 		$14K Hold
125
– – 0.01% 642
2021
Q3 		$13K Hold
125
– – 0.01% 585
2021
Q2 		$14K Sell
125
-59
-32% -$6.51K 0.01% 624
2021
Q1 		$19K Buy
+184
New +$18.5K 0.02% 525

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.21B AUM 26.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return