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

ProVise 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
2024
Q1 		– Sell
-1,760
Closed -$201K – 320
2023
Q4 		$201K Buy
+1,760
New +$184K 0.02% 327
2022
Q2 		– Sell
-2,260
Closed -$238K – 348
2022
Q1 		$238K Sell
2,260
-5,258
-70% -$555K 0.02% 325
2021
Q4 		$848K Buy
7,518
+41
+0.5% +$4.55K 0.08% 203
2021
Q3 		$801K Buy
7,477
+119
+2% +$13.4K 0.08% 192
2021
Q2 		$818K Buy
7,358
+4,288
+140% +$473K 0.08% 189
2021
Q1 		$324K Buy
3,070
+78
+3% +$7.83K 0.03% 268
2020
Q4 		$291K Sell
2,992
-2,498
-46% -$228K 0.03% 274
2020
Q3 		$459K Buy
+5,490
New +$446K 0.06% 202

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 $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 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 $6.21B AUM 26.82% 1-Year Est. Return