FSA
IYJ icon

Financial Services Advisory’s iShares US Industrials ETF IYJ Stock Holding History

Financial Services Advisory’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
-7,113
Closed -$894K – 58
2024
Q1 		$894K Sell
7,113
-316
-4% -$37.3K 0.22% 43
2023
Q4 		$850K Buy
+7,429
New +$777K 0.24% 45

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
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
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

Financial Services Advisory's IYJ Position: Q2 2024 in Review

Financial Services Advisory sold out of iShares US Industrials ETF (IYJ) in Q2 2024, closing a stake of 7,113 shares — an estimated $894K sold.

Financial Services Advisory first reported a position in IYJ in Q4 2023 and held it in 2 quarters. The position peaked at $894K in Q1 2024. 291 funds tracked by Wall St. Rank hold IYJ as of Q2 2024.

  • Financial Services Advisory reported no remaining iShares US Industrials ETF position as of Q2 2024 after selling out during the quarter.
  • Financial Services Advisory sold 7,113 iShares US Industrials ETF shares in Q2 2024, an estimated $894K.
  • Financial Services Advisory first reported a position in iShares US Industrials ETF in Q4 2023 and held it in 2 quarters.
  • Financial Services Advisory's iShares US Industrials ETF position peaked at $894K in Q1 2024.
  • 291 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2024.

Based on Financial Services Advisory's 13F filing for Q2 2024, filed 30 Jul 2024.