Balboa Wealth Partners’s iShares US Industrials ETF IYJ Stock Holding History

Balboa Wealth Partners’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	-23,081	Closed	-$2.76M	–	358
2024 Q2	$2.76M	Buy	23,081 +2,387	+12%	+$291K	0.73%	22
2024 Q1	$2.6M	Buy	20,694 +8,725	+73%	+$1.03M	0.77%	22
2023 Q4	$1.37M	Buy	+11,969	New	+$1.25M	0.45%	34
2023 Q3	–	Sell	-5,770	Closed	-$612K	–	301
2023 Q2	$612K	Buy	+5,770	New	+$576K	0.21%	87

Other funds holding IYJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

PFS

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

Balboa Wealth Partners's IYJ Position: Q3 2024 in Review

Balboa Wealth Partners sold out of iShares US Industrials ETF (IYJ) in Q3 2024, closing a stake of 23,081 shares — an estimated $2.76M sold.

Balboa Wealth Partners first reported a position in IYJ in Q2 2023 and held it in 4 quarters. The position peaked at $2.76M in Q2 2024. 293 funds tracked by Wall St. Rank hold IYJ as of Q3 2024.

Balboa Wealth Partners reported no remaining iShares US Industrials ETF position as of Q3 2024 after selling out during the quarter.
Balboa Wealth Partners sold 23,081 iShares US Industrials ETF shares in Q3 2024, an estimated $2.76M.
Balboa Wealth Partners first reported a position in iShares US Industrials ETF in Q2 2023 and held it in 4 quarters.
Balboa Wealth Partners's iShares US Industrials ETF position peaked at $2.76M in Q2 2024.
293 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2024.

Based on Balboa Wealth Partners's 13F filing for Q3 2024, filed 6 Nov 2024.