PCA Investment Advisory Services’s iShares US Industrials ETF IYJ Stock Holding History

PCA Investment Advisory Services’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
2023 Q3	–	Sell	-1,215	Closed	-$129K	–	271
2023 Q2	$129K	Buy	+1,215	New	+$121K	0.08%	169

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PFS

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PCA Investment Advisory Services's IYJ Position: Q3 2023 in Review

PCA Investment Advisory Services sold out of iShares US Industrials ETF (IYJ) in Q3 2023, closing a stake of 1,215 shares — an estimated $129K sold.

PCA Investment Advisory Services first reported a position in IYJ in Q2 2023 and held it in 1 quarter. The position peaked at $129K in Q2 2023. 255 funds tracked by Wall St. Rank hold IYJ as of Q3 2023.

PCA Investment Advisory Services reported no remaining iShares US Industrials ETF position as of Q3 2023 after selling out during the quarter.
PCA Investment Advisory Services sold 1,215 iShares US Industrials ETF shares in Q3 2023, an estimated $129K.
PCA Investment Advisory Services first reported a position in iShares US Industrials ETF in Q2 2023 and held it in 1 quarter.
PCA Investment Advisory Services's iShares US Industrials ETF position peaked at $129K in Q2 2023.
255 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2023.

Based on PCA Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.