Pinkerton Retirement Specialists’s iShares US Industrials ETF IYJ Stock Holding History

Pinkerton Retirement Specialists’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	-72,404	Closed	-$8.65M	–	147
2024 Q2	$8.65M	Buy	72,404 +17,886	+33%	+$2.18M	1.33%	15
2024 Q1	$6.85M	Buy	54,518 +12,039	+28%	+$1.42M	1.1%	17
2023 Q4	$4.86M	Buy	+42,479	New	+$4.44M	0.94%	18
2023 Q3	–	Sell	-13,011	Closed	-$1.38M	–	152
2023 Q2	$1.38M	Buy	+13,011	New	+$1.3M	0.27%	80

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

Pinkerton Retirement Specialists's IYJ Position: Q3 2024 in Review

Pinkerton Retirement Specialists sold out of iShares US Industrials ETF (IYJ) in Q3 2024, closing a stake of 72,404 shares — an estimated $8.65M sold.

Pinkerton Retirement Specialists first reported a position in IYJ in Q2 2023 and held it in 4 quarters. The position peaked at $8.65M in Q2 2024. 294 funds tracked by Wall St. Rank hold IYJ as of Q3 2024.

Pinkerton Retirement Specialists reported no remaining iShares US Industrials ETF position as of Q3 2024 after selling out during the quarter.
Pinkerton Retirement Specialists sold 72,404 iShares US Industrials ETF shares in Q3 2024, an estimated $8.65M.
Pinkerton Retirement Specialists first reported a position in iShares US Industrials ETF in Q2 2023 and held it in 4 quarters.
Pinkerton Retirement Specialists's iShares US Industrials ETF position peaked at $8.65M in Q2 2024.
294 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2024.

Based on Pinkerton Retirement Specialists's 13F filing for Q3 2024, filed 12 Nov 2024.