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Connectus Wealth’s iShares US Industrials ETF IYJ Stock Holding History

Connectus Wealth’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
Q1 		$206K Sell
1,637
-21,970
-93% -$2.6M 0.01% 360
2023
Q4 		$2.7M Buy
+23,607
New +$2.47M 0.06% 220

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Connectus Wealth's IYJ Position: Q1 2024 in Review

Connectus Wealth reduced its iShares US Industrials ETF (IYJ) stake by 93% in Q1 2024, selling an estimated $2.6M and leaving 1,637 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #360.

Connectus Wealth first reported a position in IYJ in Q4 2023 and has held it in 2 quarters since. The position peaked at $2.7M in Q4 2023. 303 funds tracked by Wall St. Rank hold IYJ as of Q1 2024.

  • Connectus Wealth held 1,637 shares of iShares US Industrials ETF worth $206K as of Q1 2024.
  • Connectus Wealth sold 21,970 iShares US Industrials ETF shares in Q1 2024, an estimated $2.6M.
  • iShares US Industrials ETF made up 0.01% of Connectus Wealth's portfolio in Q1 2024, its #360 holding.
  • Connectus Wealth first reported a position in iShares US Industrials ETF in Q4 2023 and has held it in 2 quarters since.
  • Connectus Wealth's iShares US Industrials ETF position peaked at $2.7M in Q4 2023.
  • 303 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.