Cary Street Partners Investment Advisory’s iShares US Industrials ETF IYJ Stock Holding History

Cary Street Partners Investment Advisory’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	–	Sell	-200	Closed	-$20.2K	–	1234
2023 Q3	$20.2K	Hold	200	–	–	﹤0.01%	1121
2023 Q2	$21.2K	Hold	200	–	–	﹤0.01%	1031
2023 Q1	$20K	Hold	200	–	–	﹤0.01%	972
2022 Q4	$19.3K	Buy	+200	New	+$18.9K	﹤0.01%	990

Other funds holding IYJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RJFSA

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

Cary Street Partners Investment Advisory's IYJ Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of iShares US Industrials ETF (IYJ) in Q4 2023, closing a stake of 200 shares — an estimated $20.2K sold.

Cary Street Partners Investment Advisory first reported a position in IYJ in Q4 2022 and held it in 4 quarters. The position peaked at $21.2K in Q2 2023. 291 funds tracked by Wall St. Rank hold IYJ as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining iShares US Industrials ETF position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 200 iShares US Industrials ETF shares in Q4 2023, an estimated $20.2K.
Cary Street Partners Investment Advisory first reported a position in iShares US Industrials ETF in Q4 2022 and held it in 4 quarters.
Cary Street Partners Investment Advisory's iShares US Industrials ETF position peaked at $21.2K in Q2 2023.
291 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.