Norden Group’s iShares US Industrials ETF IYJ Stock Holding History

Norden 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 Q3	–	Sell	-61,080	Closed	-$7.3M	–	521
2024 Q2	$7.3M	Buy	61,080 +8,867	+17%	+$1.08M	1.47%	11
2024 Q1	$6.56M	Buy	+52,213	New	+$6.17M	1.33%	9

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

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

PCH

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

PFS

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

Norden Group's IYJ Position: Q3 2024 in Review

Norden Group sold out of iShares US Industrials ETF (IYJ) in Q3 2024, closing a stake of 61,080 shares — an estimated $7.3M sold.

Norden Group first reported a position in IYJ in Q1 2024 and held it in 2 quarters. The position peaked at $7.3M in Q2 2024. 294 funds tracked by Wall St. Rank hold IYJ as of Q3 2024.

Norden Group reported no remaining iShares US Industrials ETF position as of Q3 2024 after selling out during the quarter.
Norden Group sold 61,080 iShares US Industrials ETF shares in Q3 2024, an estimated $7.3M.
Norden Group first reported a position in iShares US Industrials ETF in Q1 2024 and held it in 2 quarters.
Norden Group's iShares US Industrials ETF position peaked at $7.3M in Q2 2024.
294 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2024.

Based on Norden Group's 13F filing for Q3 2024, filed 17 Oct 2024.