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Benjamin F. Edwards & Company’s iShares US Industrials ETF IYJ Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$306K Buy
2,562
+102
+4% +$12.4K 0.01% 808
2024
Q1 		$309K Buy
2,460
+952
+63% +$112K 0.01% 776
2023
Q4 		$172K Hold
1,508
– – ﹤0.01% 916
2023
Q3 		$152K Hold
1,508
– – 0.01% 801
2023
Q2 		$160K Buy
1,508
+332
+28% +$33.2K 0.01% 790
2023
Q1 		$118K Sell
1,176
-4,393
-79% -$439K ﹤0.01% 856
2022
Q4 		$537K Buy
5,569
+611
+12% +$57.6K 0.02% 448
2022
Q3 		$415K Buy
4,958
+54
+1% +$5.06K 0.02% 472
2022
Q2 		$432K Buy
4,904
+1,268
+35% +$122K 0.02% 472
2022
Q1 		$383K Buy
3,636
+38
+1% +$4.01K 0.02% 514
2021
Q4 		$406K Buy
3,598
+507
+16% +$56.2K 0.02% 503
2021
Q3 		$331K Sell
3,091
-169
-5% -$19K 0.02% 531
2021
Q2 		$362K Buy
3,260
+3,151
+2,891% +$348K 0.02% 508
2021
Q1 		$12K Buy
+109
New +$10.9K ﹤0.01% 1314
2019
Q2 		– Sell
-106
Closed -$8K – 1941
2019
Q1 		$8K Buy
106
+24
+29% +$1.74K ﹤0.01% 1379
2018
Q4 		$5K Hold
82
– – ﹤0.01% 1455
2018
Q3 		$6K Hold
82
– – ﹤0.01% 1382
2018
Q2 		$6K Sell
82
-2
-2% -$146 ﹤0.01% 1380
2018
Q1 		$6K Buy
84
+2
+2% +$150 ﹤0.01% 1370
2017
Q4 		$6K Hold
82
– – ﹤0.01% 1311
2017
Q3 		$6K Sell
82
-2
-2% -$134 ﹤0.01% 1277
2017
Q2 		$6K Hold
84
– – ﹤0.01% 1201
2017
Q1 		$5K Hold
84
– – ﹤0.01% 1160
2016
Q4 		$5K Buy
+84
New +$4.92K ﹤0.01% 1063

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Benjamin F. Edwards & Company's IYJ Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its iShares US Industrials ETF (IYJ) stake by 4.1% in Q2 2024, buying an estimated $12.4K and bringing the position to 2,562 shares worth $306K. The position accounts for 0.01% of the portfolio, ranked #808.

Benjamin F. Edwards & Company first reported a position in IYJ in Q4 2016 and has held it in 24 quarters since. The position peaked at $537K in Q4 2022. 291 funds tracked by Wall St. Rank hold IYJ as of Q2 2024.

  • Benjamin F. Edwards & Company held 2,562 shares of iShares US Industrials ETF worth $306K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 102 iShares US Industrials ETF shares in Q2 2024, an estimated $12.4K.
  • iShares US Industrials ETF made up 0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #808 holding.
  • Benjamin F. Edwards & Company first reported a position in iShares US Industrials ETF in Q4 2016 and has held it in 24 quarters since.
  • Benjamin F. Edwards & Company's iShares US Industrials ETF position peaked at $537K in Q4 2022.
  • 291 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.