EWP
IYJ icon

Elevation Wealth Partners’s iShares US Industrials ETF IYJ Stock Holding History

Elevation Wealth Partners’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 		– Sell
-155
Closed -$20.7K – 517
2024
Q3 		$20.7K Buy
+155
New +$19.5K 0.01% 294

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MML Investors Services
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Elevation Wealth Partners's IYJ Position: Q4 2024 in Review

Elevation Wealth Partners sold out of iShares US Industrials ETF (IYJ) in Q4 2024, closing a stake of 155 shares — an estimated $20.7K sold.

Elevation Wealth Partners first reported a position in IYJ in Q3 2024 and held it in 1 quarter. The position peaked at $20.7K in Q3 2024. 313 funds tracked by Wall St. Rank hold IYJ as of Q4 2024.

  • Elevation Wealth Partners reported no remaining iShares US Industrials ETF position as of Q4 2024 after selling out during the quarter.
  • Elevation Wealth Partners sold 155 iShares US Industrials ETF shares in Q4 2024, an estimated $20.7K.
  • Elevation Wealth Partners first reported a position in iShares US Industrials ETF in Q3 2024 and held it in 1 quarter.
  • Elevation Wealth Partners's iShares US Industrials ETF position peaked at $20.7K in Q3 2024.
  • 313 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2024.

Based on Elevation Wealth Partners's 13F filing for Q4 2024, filed 29 Jan 2025.