BTS Asset Management’s iShares US Industrials ETF IYJ Stock Holding History

BTS Asset 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	-1,369	Closed	-$172K	–	30
2024 Q1	$172K	Sell	1,369 -512	-27%	-$60.5K	0.14%	30
2023 Q4	$216K	Sell	1,881 -477	-20%	-$49.9K	0.16%	24
2023 Q3	$238K	Sell	2,358 -2,137	-48%	-$227K	0.15%	36
2023 Q2	$477K	Sell	4,495 -272	-6%	-$27.2K	0.24%	25
2023 Q1	$478K	Sell	4,767 -349	-7%	-$34.9K	0.27%	23
2022 Q4	$495K	Buy	+5,116	New	+$482K	0.22%	25
2022 Q3	–	Sell	-5,194	Closed	-$460K	–	36
2022 Q2	$460K	Buy	+5,194	New	+$499K	1.03%	30

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

BTS Asset Management's IYJ Position: Q2 2024 in Review

BTS Asset Management sold out of iShares US Industrials ETF (IYJ) in Q2 2024, closing a stake of 1,369 shares — an estimated $172K sold.

BTS Asset Management first reported a position in IYJ in Q2 2022 and held it in 7 quarters. The position peaked at $495K in Q4 2022. 291 funds tracked by Wall St. Rank hold IYJ as of Q2 2024.

BTS Asset Management reported no remaining iShares US Industrials ETF position as of Q2 2024 after selling out during the quarter.
BTS Asset Management sold 1,369 iShares US Industrials ETF shares in Q2 2024, an estimated $172K.
BTS Asset Management first reported a position in iShares US Industrials ETF in Q2 2022 and held it in 7 quarters.
BTS Asset Management's iShares US Industrials ETF position peaked at $495K in Q4 2022.
291 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2024.

Based on BTS Asset Management's 13F filing for Q2 2024, filed 5 Aug 2024.