Bank Julius Baer & Co’s iShares US Industrials ETF IYJ Stock Holding History

Bank Julius Baer & Co’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	-66	Closed	-$7.19K	–	552
2023 Q4	$7.19K	Buy	+66	New	+$6.9K	﹤0.01%	530
2022 Q1	–	Sell	-5,280	Closed	-$595K	–	696
2021 Q4	$595K	Buy	5,280 +38	+0.7%	+$4.21K	﹤0.01%	404
2021 Q3	$566K	Sell	5,242 -42	-0.8%	-$4.71K	﹤0.01%	414
2021 Q2	$555K	Sell	5,284 -109	-2%	-$12K	﹤0.01%	438
2021 Q1	$570K	Buy	5,393 +76	+1%	+$7.63K	﹤0.01%	425
2020 Q4	$513K	Buy	5,317 +37	+0.7%	+$3.38K	﹤0.01%	447
2020 Q3	$441K	Buy	+5,280	New	+$429K	﹤0.01%	400

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

Bank Julius Baer & Co's IYJ Position: Q1 2024 in Review

Bank Julius Baer & Co sold out of iShares US Industrials ETF (IYJ) in Q1 2024, closing a stake of 66 shares — an estimated $7.19K sold.

Bank Julius Baer & Co first reported a position in IYJ in Q3 2020 and held it in 7 quarters. The position peaked at $595K in Q4 2021. 303 funds tracked by Wall St. Rank hold IYJ as of Q1 2024.

Bank Julius Baer & Co reported no remaining iShares US Industrials ETF position as of Q1 2024 after selling out during the quarter.
Bank Julius Baer & Co sold 66 iShares US Industrials ETF shares in Q1 2024, an estimated $7.19K.
Bank Julius Baer & Co first reported a position in iShares US Industrials ETF in Q3 2020 and held it in 7 quarters.
Bank Julius Baer & Co's iShares US Industrials ETF position peaked at $595K in Q4 2021.
303 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2024.

Based on Bank Julius Baer & Co's 13F filing for Q1 2024, filed 14 May 2024.