First Heartland Consultants’s iShares US Industrials ETF IYJ Stock Holding History

First Heartland Consultants’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	-13,353	Closed	-$1.68M	–	454
2024 Q1	$1.68M	Buy	+13,353	New	+$1.58M	0.17%	125
2023 Q2	–	Sell	-12,788	Closed	-$1.28M	–	384
2023 Q1	$1.28M	Sell	12,788 -35	-0.3%	-$3.5K	0.19%	115
2022 Q4	$1.24M	Buy	12,823 +2,263	+21%	+$213K	0.2%	113
2022 Q3	$884K	Buy	+10,560	New	+$989K	0.08%	136
2020 Q1	–	Sell	-8,174	Closed	-$685K	–	279
2019 Q4	$685K	Buy	+8,174	New	+$667K	0.13%	146
2018 Q2	–	Sell	-3,180	Closed	-$231K	–	252
2018 Q1	$231K	Hold	3,180	–	–	0.07%	239
2017 Q4	$234K	Buy	+3,180	New	+$227K	0.07%	243
2017 Q2	–	Sell	-3,962	Closed	-$249K	–	347
2017 Q1	$249K	Buy	+3,962	New	+$248K	0.07%	286
2014 Q3	–	Sell	-9,718	Closed	-$503K	–	261
2014 Q2	$503K	Hold	9,718	–	–	0.23%	127
2014 Q1	$489K	Buy	+9,718	New	+$484K	0.24%	116
2013 Q4	–	Sell	-8,564	Closed	-$391K	–	228
2013 Q3	$391K	Sell	8,564 -578	-6%	-$25.5K	0.24%	129
2013 Q2	$379K	Buy	+9,142	New	+$378K	0.22%	124

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

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 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

First Heartland Consultants's IYJ Position: Q2 2024 in Review

First Heartland Consultants sold out of iShares US Industrials ETF (IYJ) in Q2 2024, closing a stake of 13,353 shares — an estimated $1.68M sold.

First Heartland Consultants first reported a position in IYJ in Q2 2013 and held it in 12 quarters. The position peaked at $1.68M in Q1 2024. 291 funds tracked by Wall St. Rank hold IYJ as of Q2 2024.

First Heartland Consultants reported no remaining iShares US Industrials ETF position as of Q2 2024 after selling out during the quarter.
First Heartland Consultants sold 13,353 iShares US Industrials ETF shares in Q2 2024, an estimated $1.68M.
First Heartland Consultants first reported a position in iShares US Industrials ETF in Q2 2013 and held it in 12 quarters.
First Heartland Consultants's iShares US Industrials ETF position peaked at $1.68M in Q1 2024.
291 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2024.

Based on First Heartland Consultants's 13F filing for Q2 2024, filed 25 Jul 2024.