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	–	152
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

RJFSA

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Princeton Capital Management's IYJ Position: Q2 2022 in Review

Princeton Capital Management sold out of iShares US Industrials ETF (IYJ) in Q2 2022, closing a stake of 2,037 shares — an estimated $215K sold.

Princeton Capital Management first reported a position in IYJ in Q3 2018 and held it in 11 quarters. The position peaked at $283K in Q1 2021. 228 funds tracked by Wall St. Rank hold IYJ as of Q2 2022.

Princeton Capital Management reported no remaining iShares US Industrials ETF position as of Q2 2022 after selling out during the quarter.
Princeton Capital Management sold 2,037 iShares US Industrials ETF shares in Q2 2022, an estimated $215K.
Princeton Capital Management first reported a position in iShares US Industrials ETF in Q3 2018 and held it in 11 quarters.
Princeton Capital Management's iShares US Industrials ETF position peaked at $283K in Q1 2021.
228 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2022.

Based on Princeton Capital Management's 13F filing for Q2 2022, filed 15 Aug 2022.