Family Asset Management’s iShares US Industrials ETF IYJ Stock Holding History

Family Asset 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	$71.2K	Hold	533	–	–	0.04%	128
2024 Q2	$63.7K	Buy	533 +337	+172%	+$41.1K	0.04%	132
2024 Q1	$24.6K	Hold	196	–	–	0.02%	148
2023 Q4	$22.4K	Sell	196 -234	-54%	-$24.5K	0.02%	146
2023 Q3	$43.4K	Buy	430 +252	+142%	+$26.8K	0.03%	130
2023 Q2	$18.9K	Hold	178	–	–	0.01%	159
2023 Q1	$17.8K	Buy	178 +26	+17%	+$2.6K	0.01%	149
2022 Q4	$14.7K	Buy	+152	New	+$14.3K	0.01%	135

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

Royal Bank of Canada Toronto, Ontario, Canada $570B 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 Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

PFS

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

Family Asset Management's IYJ Position: Q3 2024 in Review

Family Asset Management held its iShares US Industrials ETF (IYJ) position steady in Q3 2024 at 533 shares worth $71.2K. The position accounts for 0.04% of the portfolio, ranked #128.

Family Asset Management first reported a position in IYJ in Q4 2022 and has held it in 8 quarters since. 293 funds tracked by Wall St. Rank hold IYJ as of Q3 2024.

Family Asset Management held 533 shares of iShares US Industrials ETF worth $71.2K as of Q3 2024.
Family Asset Management left its iShares US Industrials ETF share count unchanged in Q3 2024.
iShares US Industrials ETF made up 0.04% of Family Asset Management's portfolio in Q3 2024, its #128 holding.
Family Asset Management first reported a position in iShares US Industrials ETF in Q4 2022 and has held it in 8 quarters since.
293 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.