PCM
IYJ icon

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

Princeton Capital Management’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
2022
Q2 		– Sell
-2,037
Closed -$215K – 103
2022
Q1 		$215K Hold
2,037
– – 0.07% 101
2021
Q4 		$230K Hold
2,037
– – 0.07% 104
2021
Q3 		$218K Sell
2,037
-410
-17% -$46K 0.07% 102
2021
Q2 		$272K Sell
2,447
-233
-9% -$25.7K 0.08% 95
2021
Q1 		$283K Hold
2,680
– – 0.1% 93
2020
Q4 		$260K Buy
+2,680
New +$245K 0.09% 89
2019
Q4 		– Sell
-32
Closed -$3K – 158
2019
Q3 		$3K Hold
32
– – ﹤0.01% 231
2019
Q2 		$3K Hold
32
– – ﹤0.01% 233
2019
Q1 		$2K Hold
32
– – ﹤0.01% 229
2018
Q4 		$2K Hold
32
– – ﹤0.01% 243
2018
Q3 		$2K Buy
+32
New +$2.43K ﹤0.01% 253

Other funds holding IYJ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $567M AUM 32.88% 1-Year Est. Return