Avalon Trust’s iShares US Industrials ETF IYJ Stock Holding History

Avalon Trust’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 Q1	–	Sell	-40	Closed	-$4.58K	–	340
2023 Q4	$4.58K	Hold	40	–	–	﹤0.01%	312
2023 Q3	$4.04K	Hold	40	–	–	﹤0.01%	284
2023 Q2	$4.24K	Hold	40	–	–	﹤0.01%	292
2023 Q1	$4.01K	Buy	+40	New	+$4K	﹤0.01%	289

Other funds holding IYJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Avalon Trust's IYJ Position: Q1 2024 in Review

Avalon Trust sold out of iShares US Industrials ETF (IYJ) in Q1 2024, closing a stake of 40 shares — an estimated $4.58K sold.

Avalon Trust first reported a position in IYJ in Q1 2023 and held it in 4 quarters. The position peaked at $4.58K in Q4 2023. 303 funds tracked by Wall St. Rank hold IYJ as of Q1 2024.

Avalon Trust reported no remaining iShares US Industrials ETF position as of Q1 2024 after selling out during the quarter.
Avalon Trust sold 40 iShares US Industrials ETF shares in Q1 2024, an estimated $4.58K.
Avalon Trust first reported a position in iShares US Industrials ETF in Q1 2023 and held it in 4 quarters.
Avalon Trust's iShares US Industrials ETF position peaked at $4.58K in Q4 2023.
303 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2024.

Based on Avalon Trust's 13F filing for Q1 2024, filed 7 May 2024.