Dorchester Wealth Management’s iShares US Industrials ETF IYJ Stock Holding History

Dorchester Wealth 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 Q4	$240K	Hold	1,800	–	–	0.05%	129
2024 Q3	$241K	Hold	1,800	–	–	0.04%	137
2024 Q2	$215K	Hold	1,800	–	–	0.04%	145
2024 Q1	$226K	Hold	1,800	–	–	0.04%	147
2023 Q4	$206K	Buy	+1,800	New	+$188K	0.04%	147
2022 Q2	–	Sell	-1,620	Closed	-$213K	–	162
2022 Q1	$213K	Buy	+1,620	New	+$171K	0.03%	154

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 $377B AUM 19.32% 1-Year Est. Return

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

PCH

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

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

PFS

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Dorchester Wealth Management's IYJ Position: Q4 2024 in Review

Dorchester Wealth Management held its iShares US Industrials ETF (IYJ) position steady in Q4 2024 at 1,800 shares worth $240K. The position accounts for 0.05% of the portfolio, ranked #129.

Dorchester Wealth Management first reported a position in IYJ in Q1 2022 and has held it in 6 quarters since. The position peaked at $241K in Q3 2024. 310 funds tracked by Wall St. Rank hold IYJ as of Q4 2024.

Dorchester Wealth Management held 1,800 shares of iShares US Industrials ETF worth $240K as of Q4 2024.
Dorchester Wealth Management left its iShares US Industrials ETF share count unchanged in Q4 2024.
iShares US Industrials ETF made up 0.05% of Dorchester Wealth Management's portfolio in Q4 2024, its #129 holding.
Dorchester Wealth Management first reported a position in iShares US Industrials ETF in Q1 2022 and has held it in 6 quarters since.
Dorchester Wealth Management's iShares US Industrials ETF position peaked at $241K in Q3 2024.
310 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2024.

Based on Dorchester Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.