Garde Capital’s iShares US Industrials ETF IYJ Stock Holding History

Garde Capital’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	–	Sell	-2,553	Closed	-$305K	–	270
2024 Q2	$305K	Buy	2,553 +1	+0%	+$122	0.02%	168
2024 Q1	$320K	Sell	2,552 -1	-0%	-$118	0.02%	168
2023 Q4	$292K	Sell	2,553 -300	-11%	-$31.4K	0.02%	170
2023 Q3	$288K	Hold	2,853	–	–	0.02%	166
2023 Q2	$303K	Hold	2,853	–	–	0.03%	186
2023 Q1	$286K	Hold	2,853	–	–	0.03%	158
2022 Q4	$275K	Hold	2,853	–	–	0.03%	151
2022 Q3	$239K	Hold	2,853	–	–	0.03%	151
2022 Q2	$251K	Sell	2,853 -407	-12%	-$39.1K	0.03%	169
2022 Q1	$344K	Hold	3,260	–	–	0.04%	154
2021 Q4	$367K	Buy	3,260 +1,010	+45%	+$112K	0.04%	160
2021 Q3	$241K	Buy	+2,250	New	+$252K	0.02%	183

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

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

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

PFS

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

Garde Capital's IYJ Position: Q3 2024 in Review

Garde Capital sold out of iShares US Industrials ETF (IYJ) in Q3 2024, closing a stake of 2,553 shares — an estimated $305K sold.

Garde Capital first reported a position in IYJ in Q3 2021 and held it in 12 quarters. The position peaked at $367K in Q4 2021. 294 funds tracked by Wall St. Rank hold IYJ as of Q3 2024.

Garde Capital reported no remaining iShares US Industrials ETF position as of Q3 2024 after selling out during the quarter.
Garde Capital sold 2,553 iShares US Industrials ETF shares in Q3 2024, an estimated $305K.
Garde Capital first reported a position in iShares US Industrials ETF in Q3 2021 and held it in 12 quarters.
Garde Capital's iShares US Industrials ETF position peaked at $367K in Q4 2021.
294 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2024.

Based on Garde Capital's 13F filing for Q3 2024, filed 3 Dec 2024.