Pathway Financial Advisers’s iShares US Industrials ETF IYJ Stock Holding History

Pathway Financial Advisers’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	-58	Closed	-$6.58K	–	471
2023 Q4	$6.58K	Hold	58	–	–	﹤0.01%	389
2023 Q3	$5.8K	Buy	+58	New	+$6.16K	﹤0.01%	408
2023 Q1	$9.87K	Sell	99 -197	-67%	-$19.7K	﹤0.01%	384
2022 Q4	$28.5K	Buy	+296	New	+$27.9K	0.01%	286

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Pathway Financial Advisers's IYJ Position: Q1 2024 in Review

Pathway Financial Advisers sold out of iShares US Industrials ETF (IYJ) in Q1 2024, closing a stake of 58 shares — an estimated $6.58K sold.

Pathway Financial Advisers first reported a position in IYJ in Q4 2022 and held it in 4 quarters. The position peaked at $28.5K in Q4 2022. 303 funds tracked by Wall St. Rank hold IYJ as of Q1 2024.

Pathway Financial Advisers reported no remaining iShares US Industrials ETF position as of Q1 2024 after selling out during the quarter.
Pathway Financial Advisers sold 58 iShares US Industrials ETF shares in Q1 2024, an estimated $6.58K.
Pathway Financial Advisers first reported a position in iShares US Industrials ETF in Q4 2022 and held it in 4 quarters.
Pathway Financial Advisers's iShares US Industrials ETF position peaked at $28.5K in Q4 2022.
303 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2024.

Based on Pathway Financial Advisers's 13F filing for Q1 2024, filed 29 May 2024.