Householder Group Estate & Retirement Specialist’s iShares US Industrials ETF IYJ Stock Holding History

Householder Group Estate & Retirement Specialist’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	$45K	Hold	342	–	–	0.03%	219
2024 Q3	$45K	Sell	342 -234	-41%	-$29.4K	0.01%	498
2024 Q2	$68K	Hold	576	–	–	0.02%	425
2024 Q1	$72.4K	Hold	576	–	–	0.02%	413
2023 Q4	$65K	Hold	576	–	–	0.02%	412
2023 Q3	$58.1K	Buy	+576	New	+$61.2K	0.02%	414
2023 Q1	$58K	Buy	+576	New	+$57.6K	0.02%	414
2022 Q4	–	Sell	-576	Closed	-$48K	–	730
2022 Q3	$48K	Buy	+576	New	+$54K	0.02%	406

Other funds holding IYJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $269B AUM 31.4% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's IYJ Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist held its iShares US Industrials ETF (IYJ) position steady in Q4 2024 at 342 shares worth $45K. The position accounts for 0.03% of the portfolio, ranked #219.

Householder Group Estate & Retirement Specialist first reported a position in IYJ in Q3 2022 and has held it in 8 quarters since. The position peaked at $72.4K in Q1 2024. 311 funds tracked by Wall St. Rank hold IYJ as of Q4 2024.

Householder Group Estate & Retirement Specialist held 342 shares of iShares US Industrials ETF worth $45K as of Q4 2024.
Householder Group Estate & Retirement Specialist left its iShares US Industrials ETF share count unchanged in Q4 2024.
iShares US Industrials ETF made up 0.03% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #219 holding.
Householder Group Estate & Retirement Specialist first reported a position in iShares US Industrials ETF in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's iShares US Industrials ETF position peaked at $72.4K in Q1 2024.
311 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.