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Provence Wealth Management Group’s iShares US Industrials ETF IYJ Stock Holding History

Provence Wealth Management 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 		$7.55K Hold
66
– – ﹤0.01% 325
2023
Q3 		$6.66K Buy
+66
New +$7.01K ﹤0.01% 328

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 $445B AUM 25.58% 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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Provence Wealth Management Group's IYJ Position: Q4 2023 in Review

Provence Wealth Management Group held its iShares US Industrials ETF (IYJ) position steady in Q4 2023 at 66 shares worth $7.55K. The position accounts for ﹤0.01% of the portfolio, ranked #325.

Provence Wealth Management Group first reported a position in IYJ in Q3 2023 and has held it in 2 quarters since. 291 funds tracked by Wall St. Rank hold IYJ as of Q4 2023.

  • Provence Wealth Management Group held 66 shares of iShares US Industrials ETF worth $7.55K as of Q4 2023.
  • Provence Wealth Management Group left its iShares US Industrials ETF share count unchanged in Q4 2023.
  • iShares US Industrials ETF made up ﹤0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #325 holding.
  • Provence Wealth Management Group first reported a position in iShares US Industrials ETF in Q3 2023 and has held it in 2 quarters since.
  • 291 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.