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Jefferies Financial Group’s iShares US Industrials ETF IYJ Stock Holding History

Jefferies Financial Group’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 		– Sell
-2,650
Closed -$303K – 1818
2023
Q4 		$303K Buy
+2,650
New +$277K ﹤0.01% 1362

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
MML Investors Services
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

Jefferies Financial Group's IYJ Position: Q1 2024 in Review

Jefferies Financial Group sold out of iShares US Industrials ETF (IYJ) in Q1 2024, closing a stake of 2,650 shares — an estimated $303K sold.

Jefferies Financial Group first reported a position in IYJ in Q4 2023 and held it in 1 quarter. The position peaked at $303K in Q4 2023. 303 funds tracked by Wall St. Rank hold IYJ as of Q1 2024.

  • Jefferies Financial Group reported no remaining iShares US Industrials ETF position as of Q1 2024 after selling out during the quarter.
  • Jefferies Financial Group sold 2,650 iShares US Industrials ETF shares in Q1 2024, an estimated $303K.
  • Jefferies Financial Group first reported a position in iShares US Industrials ETF in Q4 2023 and held it in 1 quarter.
  • Jefferies Financial Group's iShares US Industrials ETF position peaked at $303K in Q4 2023.
  • 303 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2024.

Based on Jefferies Financial Group's 13F filing for Q1 2024, filed 13 May 2024.