Horan Securities’s iShares US Industrials ETF IYJ Stock Holding History

Horan Securities’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
2023 Q3	–	Sell	-5	Closed	-$530	–	383
2023 Q2	$530	Hold	5	–	–	﹤0.01%	660
2023 Q1	$501	Hold	5	–	–	﹤0.01%	675
2022 Q4	$482	Hold	5	–	–	﹤0.01%	709
2022 Q3	$0	Buy	+5	New	+$468	﹤0.01%	688

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PFS

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Horan Securities's IYJ Position: Q3 2023 in Review

Horan Securities sold out of iShares US Industrials ETF (IYJ) in Q3 2023, closing a stake of 5 shares — an estimated $530 sold.

Horan Securities first reported a position in IYJ in Q3 2022 and held it in 4 quarters. The position peaked at $530 in Q2 2023. 255 funds tracked by Wall St. Rank hold IYJ as of Q3 2023.

Horan Securities reported no remaining iShares US Industrials ETF position as of Q3 2023 after selling out during the quarter.
Horan Securities sold 5 iShares US Industrials ETF shares in Q3 2023, an estimated $530.
Horan Securities first reported a position in iShares US Industrials ETF in Q3 2022 and held it in 4 quarters.
Horan Securities's iShares US Industrials ETF position peaked at $530 in Q2 2023.
255 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.