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IYJ icon

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
Q3 		– Hold
0
– -$11.9K – 443
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 – 420
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.21B AUM 26.82% 1-Year Est. Return