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

EPG 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 Q2	–	Sell	-100	Closed	-$12.2K	–	386
2024 Q1	$12.6K	Hold	100	–	–	﹤0.01%	380
2023 Q4	$11.6K	Hold	100	–	–	﹤0.01%	366
2023 Q3	$10.1K	Hold	100	–	–	﹤0.01%	364
2023 Q2	$10.6K	Hold	100	–	–	﹤0.01%	353
2023 Q1	$10K	Hold	100	–	–	﹤0.01%	364
2022 Q4	$9.65K	Hold	100	–	–	﹤0.01%	331
2022 Q3	$8K	Buy	+100	New	+$9.37K	﹤0.01%	344
2022 Q1	–	Sell	-100	Closed	-$11K	–	419
2021 Q4	$11K	Hold	100	–	–	﹤0.01%	355
2021 Q3	$11K	Buy	+100	New	+$11.2K	﹤0.01%	329

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

EPG Wealth Management's IYJ Position: Q2 2024 in Review

EPG Wealth Management sold out of iShares US Industrials ETF (IYJ) in Q2 2024, closing a stake of 100 shares — an estimated $12.2K sold.

EPG Wealth Management first reported a position in IYJ in Q3 2021 and held it in 9 quarters. The position peaked at $12.6K in Q1 2024. 291 funds tracked by Wall St. Rank hold IYJ as of Q2 2024.

EPG Wealth Management reported no remaining iShares US Industrials ETF position as of Q2 2024 after selling out during the quarter.
EPG Wealth Management sold 100 iShares US Industrials ETF shares in Q2 2024, an estimated $12.2K.
EPG Wealth Management first reported a position in iShares US Industrials ETF in Q3 2021 and held it in 9 quarters.
EPG Wealth Management's iShares US Industrials ETF position peaked at $12.6K in Q1 2024.
291 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2024.

Based on EPG Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.