Gilliland Jeter Wealth Management’s iShares US Industrials ETF IYJ Stock Holding History

Gilliland Jeter Wealth 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 Q4	–	Sell	-524	Closed	-$70.1K	–	412
2024 Q3	$70.1K	Hold	524	–	–	0.02%	264
2024 Q2	$62.6K	Sell	524 -110	-17%	-$13.4K	0.02%	265
2024 Q1	$79.8K	Buy	+634	New	+$74.9K	0.03%	240

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

Gilliland Jeter Wealth Management's IYJ Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of iShares US Industrials ETF (IYJ) in Q4 2024, closing a stake of 524 shares — an estimated $70.1K sold.

Gilliland Jeter Wealth Management first reported a position in IYJ in Q1 2024 and held it in 3 quarters. The position peaked at $79.8K in Q1 2024. 313 funds tracked by Wall St. Rank hold IYJ as of Q4 2024.

Gilliland Jeter Wealth Management reported no remaining iShares US Industrials ETF position as of Q4 2024 after selling out during the quarter.
Gilliland Jeter Wealth Management sold 524 iShares US Industrials ETF shares in Q4 2024, an estimated $70.1K.
Gilliland Jeter Wealth Management first reported a position in iShares US Industrials ETF in Q1 2024 and held it in 3 quarters.
Gilliland Jeter Wealth Management's iShares US Industrials ETF position peaked at $79.8K in Q1 2024.
313 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.