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Calton & Associates’s iShares US Industrials ETF IYJ Stock Holding History

Calton & Associates’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
-2,381
Closed -$252K – 189
2023
Q2 		$252K Sell
2,381
-23
-1% -$2.3K 0.12% 163
2023
Q1 		$241K Buy
+2,404
New +$240K 0.11% 182
2021
Q3 		– Sell
-8,603
Closed -$956K – 422
2021
Q2 		$956K Buy
8,603
+4,647
+117% +$513K 0.18% 120
2021
Q1 		$418K Sell
3,956
-4,076
-51% -$409K 0.08% 220
2020
Q4 		$780K Buy
+8,032
New +$733K 0.14% 134
2020
Q1 		– Sell
-3,538
Closed -$297K – 346
2019
Q4 		$297K Buy
+3,538
New +$289K 0.06% 262
2018
Q1 		– Sell
-54
Closed -$4K – 833
2017
Q4 		$4K Buy
+54
New +$3.85K ﹤0.01% 1289

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.21B AUM 26.82% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return