Baystate Wealth Management’s iShares US Industrials ETF IYJ Stock Holding History

Baystate Wealth Management’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 Q4	$32.3K	Buy	282 +166	+143%	+$17.4K	﹤0.01%	465
2023 Q3	$11.8K	Hold	116	–	–	﹤0.01%	553
2023 Q2	$12.4K	Hold	116	–	–	﹤0.01%	535
2023 Q1	$11.7K	Hold	116	–	–	﹤0.01%	541
2022 Q4	$11K	Buy	116 +1	+0.9%	+$94	﹤0.01%	557
2022 Q3	$10K	Hold	115	–	–	﹤0.01%	541
2022 Q2	$10K	Hold	115	–	–	﹤0.01%	557
2022 Q1	$12K	Buy	115 +1	+0.9%	+$106	﹤0.01%	546
2021 Q4	$13K	Hold	114	–	–	﹤0.01%	527
2021 Q3	$12K	Hold	114	–	–	﹤0.01%	508
2021 Q2	$13K	Hold	114	–	–	﹤0.01%	480
2021 Q1	$12K	Hold	114	–	–	﹤0.01%	445
2020 Q4	$11K	Hold	114	–	–	﹤0.01%	420
2020 Q3	$10K	Buy	114 +2	+2%	+$163	﹤0.01%	395
2020 Q2	$9K	Sell	112 -2	-2%	-$140	﹤0.01%	403
2020 Q1	$7K	Buy	114 +2	+2%	+$156	﹤0.01%	404
2019 Q4	$9K	Hold	112	–	–	﹤0.01%	410
2019 Q3	$9K	Buy	112 +2	+2%	+$158	﹤0.01%	369
2019 Q2	$9K	Hold	110	–	–	﹤0.01%	381
2019 Q1	$9K	Hold	110	–	–	﹤0.01%	394
2018 Q4	$8K	Hold	110	–	–	﹤0.01%	395
2018 Q3	$8K	Hold	110	–	–	﹤0.01%	395
2018 Q2	$8K	Hold	110	–	–	﹤0.01%	397
2018 Q1	$8K	Buy	+110	New	+$8.27K	﹤0.01%	377

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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

RJFSA

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

Baystate Wealth Management's IYJ Position: Q4 2023 in Review

Baystate Wealth Management increased its iShares US Industrials ETF (IYJ) stake by 143% in Q4 2023, buying an estimated $17.4K and bringing the position to 282 shares worth $32.3K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

Baystate Wealth Management first reported a position in IYJ in Q1 2018 and has held it in 24 quarters since. 292 funds tracked by Wall St. Rank hold IYJ as of Q4 2023.

Baystate Wealth Management held 282 shares of iShares US Industrials ETF worth $32.3K as of Q4 2023.
Baystate Wealth Management bought 166 iShares US Industrials ETF shares in Q4 2023, an estimated $17.4K.
iShares US Industrials ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #465 holding.
Baystate Wealth Management first reported a position in iShares US Industrials ETF in Q1 2018 and has held it in 24 quarters since.
292 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.