Banque Pictet & Cie’s iShares US Industrials ETF IYJ Stock Holding History

Banque Pictet & Cie’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
2023 Q3	–	Sell	-1,891	Closed	-$201K	–	488
2023 Q2	$201K	Buy	+1,891	New	+$189K	﹤0.01%	471
2017 Q4	–	Sell	-3,476	Closed	-$241K	–	353
2017 Q3	$241K	Hold	3,476	–	–	0.01%	344
2017 Q2	$229K	Hold	3,476	–	–	0.01%	352
2017 Q1	$219K	Buy	+3,476	New	+$217K	0.01%	330
2014 Q1	–	Sell	-50,000	Closed	-$2.54M	–	441
2013 Q4	$2.54M	Buy	+50,000	New	+$2.39M	0.07%	161

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PFS

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Banque Pictet & Cie's IYJ Position: Q3 2023 in Review

Banque Pictet & Cie sold out of iShares US Industrials ETF (IYJ) in Q3 2023, closing a stake of 1,891 shares — an estimated $201K sold.

Banque Pictet & Cie first reported a position in IYJ in Q4 2013 and held it in 5 quarters. The position peaked at $2.54M in Q4 2013. 255 funds tracked by Wall St. Rank hold IYJ as of Q3 2023.

Banque Pictet & Cie reported no remaining iShares US Industrials ETF position as of Q3 2023 after selling out during the quarter.
Banque Pictet & Cie sold 1,891 iShares US Industrials ETF shares in Q3 2023, an estimated $201K.
Banque Pictet & Cie first reported a position in iShares US Industrials ETF in Q4 2013 and held it in 5 quarters.
Banque Pictet & Cie's iShares US Industrials ETF position peaked at $2.54M in Q4 2013.
255 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2023.

Based on Banque Pictet & Cie's 13F filing for Q3 2023, filed 2 Nov 2023.