EverSource Wealth Advisors’s iShares US Industrials ETF IYJ Stock Holding History

EverSource Wealth Advisors’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
2023 Q4	–	Sell	-150	Closed	-$15.1K	–	2694
2023 Q3	$15.1K	Hold	150	–	–	﹤0.01%	1236
2023 Q2	$15.9K	Hold	150	–	–	﹤0.01%	1236
2023 Q1	$15K	Hold	150	–	–	﹤0.01%	1196
2022 Q4	$14.5K	Buy	+150	New	+$14.1K	﹤0.01%	1188

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

EverSource Wealth Advisors's IYJ Position: Q4 2023 in Review

EverSource Wealth Advisors sold out of iShares US Industrials ETF (IYJ) in Q4 2023, closing a stake of 150 shares — an estimated $15.1K sold.

EverSource Wealth Advisors first reported a position in IYJ in Q4 2022 and held it in 4 quarters. The position peaked at $15.9K in Q2 2023. 292 funds tracked by Wall St. Rank hold IYJ as of Q4 2023.

EverSource Wealth Advisors reported no remaining iShares US Industrials ETF position as of Q4 2023 after selling out during the quarter.
EverSource Wealth Advisors sold 150 iShares US Industrials ETF shares in Q4 2023, an estimated $15.1K.
EverSource Wealth Advisors first reported a position in iShares US Industrials ETF in Q4 2022 and held it in 4 quarters.
EverSource Wealth Advisors's iShares US Industrials ETF position peaked at $15.9K in Q2 2023.
292 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2023.

Based on EverSource Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.