Private Advisory Group’s iShares US Industrials ETF IYJ Stock Holding History

Private Advisory Group’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 Q4	–	Sell	-3,933	Closed	-$397K	–	213
2023 Q3	$397K	Hold	3,933	–	–	0.08%	157
2023 Q2	$417K	Sell	3,933 -1,069	-21%	-$107K	0.08%	157
2023 Q1	$501K	Sell	5,002 -479	-9%	-$47.9K	0.11%	124
2022 Q4	$529K	Buy	+5,481	New	+$517K	0.12%	124

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

PFS

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

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

RJFSA

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

Private Advisory Group's IYJ Position: Q4 2023 in Review

Private Advisory Group sold out of iShares US Industrials ETF (IYJ) in Q4 2023, closing a stake of 3,933 shares — an estimated $397K sold.

Private Advisory Group first reported a position in IYJ in Q4 2022 and held it in 4 quarters. The position peaked at $529K in Q4 2022. 292 funds tracked by Wall St. Rank hold IYJ as of Q4 2023.

Private Advisory Group reported no remaining iShares US Industrials ETF position as of Q4 2023 after selling out during the quarter.
Private Advisory Group sold 3,933 iShares US Industrials ETF shares in Q4 2023, an estimated $397K.
Private Advisory Group first reported a position in iShares US Industrials ETF in Q4 2022 and held it in 4 quarters.
Private Advisory Group's iShares US Industrials ETF position peaked at $529K in Q4 2022.
292 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2023.

Based on Private Advisory Group's 13F filing for Q4 2023, filed 13 Feb 2024.