CM Wealth Advisors’s iShares US Industrials ETF IYJ Stock Holding History

CM Wealth Advisors’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	-2,280	Closed	-$281K	–	126
2024 Q1	$281K	Buy	+2,280	New	+$269K	0.08%	142
2023 Q3	–	Sell	-2,280	Closed	-$248K	–	125
2023 Q2	$248K	Buy	+2,280	New	+$228K	0.08%	130

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

CM Wealth Advisors's IYJ Position: Q2 2024 in Review

CM Wealth Advisors sold out of iShares US Industrials ETF (IYJ) in Q2 2024, closing a stake of 2,280 shares — an estimated $281K sold.

CM Wealth Advisors first reported a position in IYJ in Q2 2023 and held it in 2 quarters. The position peaked at $281K in Q1 2024. 291 funds tracked by Wall St. Rank hold IYJ as of Q2 2024.

CM Wealth Advisors reported no remaining iShares US Industrials ETF position as of Q2 2024 after selling out during the quarter.
CM Wealth Advisors sold 2,280 iShares US Industrials ETF shares in Q2 2024, an estimated $281K.
CM Wealth Advisors first reported a position in iShares US Industrials ETF in Q2 2023 and held it in 2 quarters.
CM Wealth Advisors's iShares US Industrials ETF position peaked at $281K in Q1 2024.
291 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2024.

Based on CM Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.