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Fernwood Investment Management’s iShares US Industrials ETF IYJ Stock Holding History

Fernwood Investment 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
-276
Closed -$34.7K – 448
2024
Q1 		$34.7K Buy
+276
New +$32.6K 0.01% 380
2014
Q1 		– Sell
-24,414
Closed -$1.24M – 120
2013
Q4 		$1.24M Buy
+24,414
New +$1.17M 0.82% 39

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 $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Fernwood Investment Management's IYJ Position: Q2 2024 in Review

Fernwood Investment Management sold out of iShares US Industrials ETF (IYJ) in Q2 2024, closing a stake of 276 shares — an estimated $34.7K sold.

Fernwood Investment Management first reported a position in IYJ in Q4 2013 and held it in 2 quarters. The position peaked at $1.24M in Q4 2013. 290 funds tracked by Wall St. Rank hold IYJ as of Q2 2024.

  • Fernwood Investment Management reported no remaining iShares US Industrials ETF position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 276 iShares US Industrials ETF shares in Q2 2024, an estimated $34.7K.
  • Fernwood Investment Management first reported a position in iShares US Industrials ETF in Q4 2013 and held it in 2 quarters.
  • Fernwood Investment Management's iShares US Industrials ETF position peaked at $1.24M in Q4 2013.
  • 290 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.