Gradient Investments’s iShares US Industrials ETF IYJ Stock Holding History

Gradient Investments’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 Q1	–	Hold	0	–	–	–	1203
2021 Q1	–	Sell	-320	Closed	-$53K	–	1215
2020 Q4	$53K	Sell	320 -320	-50%	-$29.2K	﹤0.01%	397
2020 Q3	$53K	Hold	640	–	–	﹤0.01%	400
2020 Q2	$48K	Buy	640 +280	+78%	+$19.6K	﹤0.01%	389
2020 Q1	$22K	Buy	360 +254	+240%	+$19.8K	﹤0.01%	495
2019 Q4	$9K	Hold	106	–	–	﹤0.01%	725
2019 Q3	$8K	Hold	106	–	–	﹤0.01%	709
2019 Q2	$8K	Hold	106	–	–	﹤0.01%	705
2019 Q1	$8K	Hold	106	–	–	﹤0.01%	591
2018 Q4	$7K	Sell	106 -70	-40%	-$4.92K	﹤0.01%	653
2018 Q3	$15K	Sell	176 -50	-22%	-$3.8K	﹤0.01%	555
2018 Q2	$16K	Buy	226 +120	+113%	+$8.78K	﹤0.01%	525
2018 Q1	$8K	Hold	106	–	–	﹤0.01%	660
2017 Q4	$8K	Buy	+106	New	+$7.57K	﹤0.01%	627
2017 Q3	–	Sell	-106	Closed	-$7K	–	482
2017 Q2	$7K	Hold	106	–	–	﹤0.01%	535
2017 Q1	$7K	Hold	106	–	–	﹤0.01%	563
2016 Q4	$6K	Hold	106	–	–	﹤0.01%	526
2016 Q3	$6K	Sell	106 -64	-38%	-$3.64K	﹤0.01%	513
2016 Q2	$9K	Buy	170 +64	+60%	+$3.47K	﹤0.01%	443
2016 Q1	$6K	Hold	106	–	–	﹤0.01%	499
2015 Q4	$5K	Hold	106	–	–	﹤0.01%	487
2015 Q3	$5K	Buy	+106	New	+$5.42K	﹤0.01%	450

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

PCH

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

PFS

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

Gradient Investments's IYJ Position: Q1 2024 in Review

Gradient Investments held its iShares US Industrials ETF (IYJ) position steady in Q1 2024 at 0 shares worth $11. The position accounts for ﹤0.01% of the portfolio, ranked #1203.

Gradient Investments first reported a position in IYJ in Q3 2015 and has held it in 21 quarters since. The position peaked at $53K in Q4 2020. 303 funds tracked by Wall St. Rank hold IYJ as of Q1 2024.

Gradient Investments held 0 shares of iShares US Industrials ETF worth $11 as of Q1 2024.
Gradient Investments left its iShares US Industrials ETF share count unchanged in Q1 2024.
iShares US Industrials ETF made up ﹤0.01% of Gradient Investments's portfolio in Q1 2024, its #1203 holding.
Gradient Investments first reported a position in iShares US Industrials ETF in Q3 2015 and has held it in 21 quarters since.
Gradient Investments's iShares US Industrials ETF position peaked at $53K in Q4 2020.
303 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.