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IYJ icon

B. Riley Wealth Advisors’s iShares US Industrials ETF IYJ Stock Holding History

B. Riley Wealth 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
Q4 		$373K Buy
2,794
+1,070
+62% +$147K 0.01% 788
2024
Q3 		$230K Buy
1,724
+40
+2% +$5.03K 0.01% 1075
2024
Q2 		$201K Buy
+1,684
New +$205K 0.01% 1239
2024
Q1 		– Sell
-1,809
Closed -$207K – 1490
2023
Q4 		$207K Buy
+1,809
New +$189K 0.01% 1244
2015
Q1 		– Sell
-10,618
Closed -$566 – 1286
2014
Q4 		$566 Sell
10,618
-450
-4% -$23.4K 0.01% 875
2014
Q3 		$560K Buy
11,068
+6,162
+126% +$316K 0.15% 181
2014
Q2 		$254K Sell
4,906
-98
-2% -$5K 0.06% 372
2014
Q1 		$252K Sell
5,004
-422
-8% -$21K 0.08% 309
2013
Q4 		$275K Buy
5,426
+172
+3% +$8.21K 0.09% 261
2013
Q3 		$238K Sell
5,254
-158
-3% -$6.97K 0.08% 282
2013
Q2 		$224K Buy
+5,412
New +$224K 0.08% 291

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.21B AUM 26.82% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return