Raymond James Financial Services Advisors’s iShares US Industrials ETF IYJ Stock Holding History

Raymond James Financial Services Advisors’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 Q3	$14.1M	Buy	105,785 +14,911	+16%	+$1.87M	0.02%	709
2024 Q2	$10.9M	Buy	90,874 +2,806	+3%	+$342K	0.02%	783
2024 Q1	$11.1M	Sell	88,068 -4,838	-5%	-$572K	0.02%	764
2023 Q4	$10.6M	Sell	92,906 -2,559	-3%	-$268K	0.02%	727
2023 Q3	$9.63M	Sell	95,465 -8,121	-8%	-$863K	0.02%	713
2023 Q2	$11M	Buy	103,586 +16,635	+19%	+$1.66M	0.02%	674
2023 Q1	$8.71M	Buy	86,951 +409	+0.5%	+$40.9K	0.02%	751
2022 Q4	$8.35M	Sell	86,542 -3,249	-4%	-$306K	0.02%	729
2022 Q3	$7.52M	Sell	89,791 -25,528	-22%	-$2.39M	0.02%	739
2022 Q2	$10.2M	Sell	115,319 -4,133	-3%	-$397K	0.02%	628
2022 Q1	$12.6M	Sell	119,452 -20,662	-15%	-$2.18M	0.02%	596
2021 Q4	$15.8M	Sell	140,114 -11,949	-8%	-$1.33M	0.03%	517
2021 Q3	$16.3M	Buy	152,063 +14,367	+10%	+$1.61M	0.03%	502
2021 Q2	$15.3M	Buy	137,696 +28,161	+26%	+$3.11M	0.03%	519
2021 Q1	$11.6M	Buy	109,535 +41,021	+60%	+$4.12M	0.03%	567
2020 Q4	$6.65M	Buy	68,514 +15,900	+30%	+$1.45M	0.02%	708
2020 Q3	$4.4M	Buy	52,614 +1,826	+4%	+$148K	0.01%	812
2020 Q2	$3.83M	Buy	50,788 +3,260	+7%	+$228K	0.01%	816
2020 Q1	$2.95M	Sell	47,528 -19,484	-29%	-$1.52M	0.01%	718
2019 Q4	$5.62M	Buy	67,012 +192	+0.3%	+$15.7K	0.02%	686
2019 Q3	$5.31M	Sell	66,820 -4,628	-6%	-$365K	0.02%	674
2019 Q2	$5.66M	Sell	71,448 -4,864	-6%	-$376K	0.02%	633
2019 Q1	$5.79M	Sell	76,312 -3,636	-5%	-$263K	0.02%	594
2018 Q4	$5.14M	Buy	79,948 +18,326	+30%	+$1.29M	0.03%	523
2018 Q3	$4.81M	Sell	61,622 -16,074	-21%	-$1.22M	0.02%	669
2018 Q2	$5.58M	Sell	77,696 -20,714	-21%	-$1.51M	0.03%	562
2018 Q1	$7.14M	Sell	98,410 -694	-0.7%	-$52.2K	0.04%	436
2017 Q4	$7.3M	Buy	99,104 +54,716	+123%	+$3.91M	0.05%	413
2017 Q3	$3.07M	Sell	44,388 -27,282	-38%	-$1.82M	0.02%	727
2017 Q2	$4.71M	Buy	71,670 +31,196	+77%	+$2.01M	0.03%	540
2017 Q1	$2.55M	Sell	40,474 -1,830	-4%	-$114K	0.02%	726
2016 Q4	$2.55M	Sell	42,304 -61,374	-59%	-$3.59M	0.02%	678
2016 Q3	$5.93M	Buy	103,678 +12,190	+13%	+$693K	0.05%	392
2016 Q2	$5.03M	Buy	91,488 +39,032	+74%	+$2.12M	0.05%	408
2016 Q1	$2.81M	Buy	52,456 +5,864	+13%	+$291K	0.03%	501
2015 Q4	$2.4M	Buy	+46,592	New	+$2.42M	0.03%	580
2015 Q2	–	Sell	-123,340	Closed	-$6.65M	–	709
2015 Q1	$6.65M	Sell	123,340 -2,790	-2%	-$150K	0.32%	78
2014 Q4	$6.72M	Buy	126,130 +20,856	+20%	+$1.08M	0.35%	77
2014 Q3	$5.32M	Sell	105,274 -3,756	-3%	-$193K	0.29%	93
2014 Q2	$5.65M	Sell	109,030 -496	-0.5%	-$25.3K	0.34%	80
2014 Q1	$5.51M	Buy	109,526 +136	+0.1%	+$6.77K	0.32%	79
2013 Q4	$5.54M	Sell	109,390 -1,790	-2%	-$85.4K	0.34%	81
2013 Q3	$5.03M	Buy	111,180 +67,946	+157%	+$3M	0.33%	83
2013 Q2	$1.79M	Buy	+43,234	New	+$1.79M	0.05%	422

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

PFS

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

Raymond James Financial Services Advisors's IYJ Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its iShares US Industrials ETF (IYJ) stake by 16% in Q3 2024, buying an estimated $1.87M and bringing the position to 105,785 shares worth $14.1M. The position accounts for 0.02% of the portfolio, ranked #709.

Raymond James Financial Services Advisors first reported a position in IYJ in Q2 2013 and has held it in 44 quarters since. The position peaked at $16.3M in Q3 2021. 294 funds tracked by Wall St. Rank hold IYJ as of Q3 2024.

Raymond James Financial Services Advisors held 105,785 shares of iShares US Industrials ETF worth $14.1M as of Q3 2024.
Raymond James Financial Services Advisors bought 14,911 iShares US Industrials ETF shares in Q3 2024, an estimated $1.87M.
iShares US Industrials ETF made up 0.02% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #709 holding.
Raymond James Financial Services Advisors first reported a position in iShares US Industrials ETF in Q2 2013 and has held it in 44 quarters since.
Raymond James Financial Services Advisors's iShares US Industrials ETF position peaked at $16.3M in Q3 2021.
294 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.