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Planning Capital Management Corporation’s iShares US Industrials ETF IYJ Stock Holding History

Planning Capital Management Corporation’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 		$18.1K Hold
135
– – 0.01% 316
2024
Q2 		$16.2K Hold
135
– – 0.01% 330
2024
Q1 		$17K Hold
135
– – 0.01% 324
2023
Q4 		$15.4K Buy
+135
New +$14.1K 0.01% 353

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Planning Capital Management Corporation's IYJ Position: Q3 2024 in Review

Planning Capital Management Corporation held its iShares US Industrials ETF (IYJ) position steady in Q3 2024 at 135 shares worth $18.1K. The position accounts for 0.01% of the portfolio, ranked #316.

Planning Capital Management Corporation first reported a position in IYJ in Q4 2023 and has held it in 4 quarters since. 293 funds tracked by Wall St. Rank hold IYJ as of Q3 2024.

  • Planning Capital Management Corporation held 135 shares of iShares US Industrials ETF worth $18.1K as of Q3 2024.
  • Planning Capital Management Corporation left its iShares US Industrials ETF share count unchanged in Q3 2024.
  • iShares US Industrials ETF made up 0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #316 holding.
  • Planning Capital Management Corporation first reported a position in iShares US Industrials ETF in Q4 2023 and has held it in 4 quarters since.
  • 293 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.