Clear Creek Financial Management’s iShares US Industrials ETF IYJ Stock Holding History

Clear Creek Financial 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 Q3	–	Sell	-8,810	Closed	-$1.05M	–	473
2024 Q2	$1.05M	Buy	8,810 +1,299	+17%	+$158K	0.13%	146
2024 Q1	$944K	Buy	7,511 +1,228	+20%	+$145K	0.12%	154
2023 Q4	$719K	Buy	+6,283	New	+$657K	0.11%	155
2023 Q3	–	Sell	-2,863	Closed	-$304K	–	336
2023 Q2	$304K	Buy	+2,863	New	+$286K	0.05%	244
2021 Q3	–	Sell	-2,380	Closed	-$264K	–	350
2021 Q2	$264K	Buy	+2,380	New	+$263K	0.04%	250

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

PFS

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

Clear Creek Financial Management's IYJ Position: Q3 2024 in Review

Clear Creek Financial Management sold out of iShares US Industrials ETF (IYJ) in Q3 2024, closing a stake of 8,810 shares — an estimated $1.05M sold.

Clear Creek Financial Management first reported a position in IYJ in Q2 2021 and held it in 5 quarters. The position peaked at $1.05M in Q2 2024. 294 funds tracked by Wall St. Rank hold IYJ as of Q3 2024.

Clear Creek Financial Management reported no remaining iShares US Industrials ETF position as of Q3 2024 after selling out during the quarter.
Clear Creek Financial Management sold 8,810 iShares US Industrials ETF shares in Q3 2024, an estimated $1.05M.
Clear Creek Financial Management first reported a position in iShares US Industrials ETF in Q2 2021 and held it in 5 quarters.
Clear Creek Financial Management's iShares US Industrials ETF position peaked at $1.05M in Q2 2024.
294 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2024.

Based on Clear Creek Financial Management's 13F filing for Q3 2024, filed 29 Oct 2024.