Galvin Gaustad & Stein’s iShares US Industrials ETF IYJ Stock Holding History

Galvin Gaustad & Stein’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 Q4	–	Sell	-1,800	Closed	-$241K	–	187
2024 Q3	$241K	Hold	1,800	–	–	0.02%	167
2024 Q2	$215K	Hold	1,800	–	–	0.02%	176
2024 Q1	$226K	Hold	1,800	–	–	0.02%	171
2023 Q4	$206K	Buy	+1,800	New	+$188K	0.02%	180
2022 Q1	–	Sell	-1,800	Closed	-$203K	–	178
2021 Q4	$203K	Buy	+1,800	New	+$200K	0.02%	172
2021 Q3	–	Sell	-1,800	Closed	-$200K	–	184
2021 Q2	$200K	Buy	+1,800	New	+$199K	0.02%	190

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Galvin Gaustad & Stein's IYJ Position: Q4 2024 in Review

Galvin Gaustad & Stein sold out of iShares US Industrials ETF (IYJ) in Q4 2024, closing a stake of 1,800 shares — an estimated $241K sold.

Galvin Gaustad & Stein first reported a position in IYJ in Q2 2021 and held it in 6 quarters. The position peaked at $241K in Q3 2024. 313 funds tracked by Wall St. Rank hold IYJ as of Q4 2024.

Galvin Gaustad & Stein reported no remaining iShares US Industrials ETF position as of Q4 2024 after selling out during the quarter.
Galvin Gaustad & Stein sold 1,800 iShares US Industrials ETF shares in Q4 2024, an estimated $241K.
Galvin Gaustad & Stein first reported a position in iShares US Industrials ETF in Q2 2021 and held it in 6 quarters.
Galvin Gaustad & Stein's iShares US Industrials ETF position peaked at $241K in Q3 2024.
313 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2024.

Based on Galvin Gaustad & Stein's 13F filing for Q4 2024, filed 17 Jan 2025.