Brookstone Capital Management’s iShares US Industrials ETF IYJ Stock Holding History

Brookstone Capital 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
2024 Q2	–	Sell	-39,857	Closed	-$5.01M	–	987
2024 Q1	$5.01M	Buy	39,857 +17,085	+75%	+$2.02M	0.09%	217
2023 Q4	$2.6M	Buy	22,772 +1,149	+5%	+$120K	0.05%	292
2023 Q3	$2.14M	Buy	21,623 +15,089	+231%	+$1.6M	0.05%	296
2023 Q2	$686K	Buy	+6,534	New	+$653K	0.01%	501
2021 Q2	–	Sell	-105,449	Closed	-$11.1M	–	731
2021 Q1	$11.1M	Buy	105,449 +23,053	+28%	+$2.31M	0.43%	61
2020 Q4	$8M	Buy	+82,396	New	+$7.52M	0.32%	60
2015 Q4	–	Sell	-32	Closed	-$2K	–	531
2015 Q3	$2K	Buy	+32	New	+$1.64K	﹤0.01%	1699
2014 Q4	–	Sell	-92,026	Closed	-$4.65M	–	178
2014 Q3	$4.65M	Buy	92,026 +44,584	+94%	+$2.29M	0.88%	21
2014 Q2	$2.46M	Buy	+47,442	New	+$2.42M	0.5%	25
2014 Q1	–	Sell	-6,164	Closed	-$312K	–	117
2013 Q4	$312K	Buy	+6,164	New	+$294K	0.09%	78

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

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 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

Brookstone Capital Management's IYJ Position: Q2 2024 in Review

Brookstone Capital Management sold out of iShares US Industrials ETF (IYJ) in Q2 2024, closing a stake of 39,857 shares — an estimated $5.01M sold.

Brookstone Capital Management first reported a position in IYJ in Q4 2013 and held it in 10 quarters. The position peaked at $11.1M in Q1 2021. 291 funds tracked by Wall St. Rank hold IYJ as of Q2 2024.

Brookstone Capital Management reported no remaining iShares US Industrials ETF position as of Q2 2024 after selling out during the quarter.
Brookstone Capital Management sold 39,857 iShares US Industrials ETF shares in Q2 2024, an estimated $5.01M.
Brookstone Capital Management first reported a position in iShares US Industrials ETF in Q4 2013 and held it in 10 quarters.
Brookstone Capital Management's iShares US Industrials ETF position peaked at $11.1M in Q1 2021.
291 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2024.

Based on Brookstone Capital Management's 13F filing for Q2 2024, filed 18 Jul 2024.