Marco Investment Management’s iShares US Industrials ETF IYJ Stock Holding History

Marco Investment Management’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	–	Sell	-2,000	Closed	-$267K	–	228
2024 Q3	$267K	Buy	+2,000	New	+$251K	0.02%	182
2023 Q4	–	Sell	-2,354	Closed	-$237K	–	207
2023 Q3	$237K	Hold	2,354	–	–	0.03%	176
2023 Q2	$250K	Hold	2,354	–	–	0.03%	175
2023 Q1	$236K	Hold	2,354	–	–	0.03%	182
2022 Q4	$227K	Buy	+2,354	New	+$222K	0.03%	182
2022 Q3	–	Sell	-2,354	Closed	-$207K	–	194
2022 Q2	$207K	Hold	2,354	–	–	0.02%	188
2022 Q1	$248K	Hold	2,354	–	–	0.03%	184
2021 Q4	$265K	Hold	2,354	–	–	0.03%	189
2021 Q3	$252K	Hold	2,354	–	–	0.03%	188
2021 Q2	$262K	Hold	2,354	–	–	0.03%	175
2021 Q1	$249K	Hold	2,354	–	–	0.03%	173
2020 Q4	$229K	Buy	+2,354	New	+$215K	0.03%	179

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

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

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

PCH

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $304B AUM 35.64% 1-Year Est. Return

Marco Investment Management's IYJ Position: Q4 2024 in Review

Marco Investment Management sold out of iShares US Industrials ETF (IYJ) in Q4 2024, closing a stake of 2,000 shares — an estimated $267K sold.

Marco Investment Management first reported a position in IYJ in Q4 2020 and held it in 12 quarters. The position peaked at $267K in Q3 2024. 313 funds tracked by Wall St. Rank hold IYJ as of Q4 2024.

Marco Investment Management reported no remaining iShares US Industrials ETF position as of Q4 2024 after selling out during the quarter.
Marco Investment Management sold 2,000 iShares US Industrials ETF shares in Q4 2024, an estimated $267K.
Marco Investment Management first reported a position in iShares US Industrials ETF in Q4 2020 and held it in 12 quarters.
Marco Investment Management's iShares US Industrials ETF position peaked at $267K in Q3 2024.
313 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2024.

Based on Marco Investment Management's 13F filing for Q4 2024, filed 7 Feb 2025.