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Atlanta Consulting Group Advisors’s iShares US Industrials ETF IYJ Stock Holding History

Atlanta Consulting Group Advisors’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
2024
Q3 		– Sell
-1,916
Closed -$229K – 232
2024
Q2 		$229K Buy
+1,916
New +$233K 0.05% 106

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Atlanta Consulting Group Advisors's IYJ Position: Q3 2024 in Review

Atlanta Consulting Group Advisors sold out of iShares US Industrials ETF (IYJ) in Q3 2024, closing a stake of 1,916 shares — an estimated $229K sold.

Atlanta Consulting Group Advisors first reported a position in IYJ in Q2 2024 and held it in 1 quarter. The position peaked at $229K in Q2 2024. 294 funds tracked by Wall St. Rank hold IYJ as of Q3 2024.

  • Atlanta Consulting Group Advisors reported no remaining iShares US Industrials ETF position as of Q3 2024 after selling out during the quarter.
  • Atlanta Consulting Group Advisors sold 1,916 iShares US Industrials ETF shares in Q3 2024, an estimated $229K.
  • Atlanta Consulting Group Advisors first reported a position in iShares US Industrials ETF in Q2 2024 and held it in 1 quarter.
  • Atlanta Consulting Group Advisors's iShares US Industrials ETF position peaked at $229K in Q2 2024.
  • 294 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2024.

Based on Atlanta Consulting Group Advisors's 13F filing for Q3 2024, filed 6 Nov 2024.