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Keener Financial Planning’s iShares US Industrials ETF IYJ Stock Holding History

Keener Financial Planning’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
-110
Closed -$13K – 204
2023
Q4 		$13K Buy
+110
New +$11.5K 0.01% 131

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
PGIM Custom Harvest
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Keener Financial Planning's IYJ Position: Q1 2024 in Review

Keener Financial Planning sold out of iShares US Industrials ETF (IYJ) in Q1 2024, closing a stake of 110 shares — an estimated $13K sold.

Keener Financial Planning first reported a position in IYJ in Q4 2023 and held it in 1 quarter. The position peaked at $13K in Q4 2023. 303 funds tracked by Wall St. Rank hold IYJ as of Q1 2024.

  • Keener Financial Planning reported no remaining iShares US Industrials ETF position as of Q1 2024 after selling out during the quarter.
  • Keener Financial Planning sold 110 iShares US Industrials ETF shares in Q1 2024, an estimated $13K.
  • Keener Financial Planning first reported a position in iShares US Industrials ETF in Q4 2023 and held it in 1 quarter.
  • Keener Financial Planning's iShares US Industrials ETF position peaked at $13K in Q4 2023.
  • 303 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2024.

Based on Keener Financial Planning's 13F filing for Q1 2024, filed 3 May 2024.