Outlook Wealth Advisors’s iShares US Industrials ETF IYJ Stock Holding History

Outlook Wealth Advisors’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 Q2	–	Sell	-12,406	Closed	-$1.56M	–	270
2024 Q1	$1.56M	Buy	+12,406	New	+$1.47M	0.48%	42
2023 Q4	–	Sell	-4,851	Closed	-$489K	–	260
2023 Q3	$489K	Sell	4,851 -65	-1%	-$6.9K	0.19%	125
2023 Q2	$521K	Buy	+4,916	New	+$491K	0.2%	124

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

PFS

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

Outlook Wealth Advisors's IYJ Position: Q2 2024 in Review

Outlook Wealth Advisors sold out of iShares US Industrials ETF (IYJ) in Q2 2024, closing a stake of 12,406 shares — an estimated $1.56M sold.

Outlook Wealth Advisors first reported a position in IYJ in Q2 2023 and held it in 3 quarters. The position peaked at $1.56M in Q1 2024. 291 funds tracked by Wall St. Rank hold IYJ as of Q2 2024.

Outlook Wealth Advisors reported no remaining iShares US Industrials ETF position as of Q2 2024 after selling out during the quarter.
Outlook Wealth Advisors sold 12,406 iShares US Industrials ETF shares in Q2 2024, an estimated $1.56M.
Outlook Wealth Advisors first reported a position in iShares US Industrials ETF in Q2 2023 and held it in 3 quarters.
Outlook Wealth Advisors's iShares US Industrials ETF position peaked at $1.56M in Q1 2024.
291 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2024.

Based on Outlook Wealth Advisors's 13F filing for Q2 2024, filed 18 Jul 2024.