RJT
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Raymond James Trust’s iShares US Industrials ETF IYJ Stock Holding History

Raymond James Trust’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 		$474K Hold
3,548
– – 0.01% 801
2024
Q2 		$424K Hold
3,548
– – 0.01% 802
2024
Q1 		$446K Hold
3,548
– – 0.01% 765
2023
Q4 		$406K Sell
3,548
-36
-1% -$3.77K 0.01% 785
2023
Q3 		$362K Hold
3,584
– – 0.01% 790
2023
Q2 		$380K Sell
3,584
-169
-5% -$16.9K 0.01% 783
2023
Q1 		$376K Sell
3,753
-40
-1% -$4K 0.01% 760
2022
Q4 		$366K Sell
3,793
-335
-8% -$31.6K 0.01% 746
2022
Q3 		$346K Hold
4,128
– – 0.01% 728
2022
Q2 		$364K Buy
4,128
+50
+1% +$4.8K 0.01% 712
2022
Q1 		$430K Sell
4,078
-32
-0.8% -$3.38K 0.01% 701
2021
Q4 		$464K Buy
4,110
+82
+2% +$9.09K 0.01% 676
2021
Q3 		$432K Sell
4,028
-478
-11% -$53.6K 0.01% 677
2021
Q2 		$501K Hold
4,506
– – 0.02% 601
2021
Q1 		$476K Hold
4,506
– – 0.02% 614
2020
Q4 		$437K Hold
4,506
– – 0.02% 604
2020
Q3 		$376K Hold
4,506
– – 0.02% 592
2020
Q2 		$340K Sell
4,506
-86
-2% -$6.03K 0.02% 605
2020
Q1 		$285K Sell
4,592
-76
-2% -$5.92K 0.02% 562
2019
Q4 		$392K Buy
4,668
+70
+2% +$5.71K 0.02% 559
2019
Q3 		$365K Buy
4,598
+1,094
+31% +$86.2K 0.02% 575
2019
Q2 		$277K Sell
3,504
-60
-2% -$4.64K 0.02% 666
2019
Q1 		$270K Sell
3,564
-40
-1% -$2.9K 0.02% 650
2018
Q4 		$231K Hold
3,604
– – 0.01% 671
2018
Q3 		$282K Buy
3,604
+26
+0.7% +$1.98K 0.02% 660
2018
Q2 		$257K Buy
3,578
+716
+25% +$52.4K 0.02% 681
2018
Q1 		$208K Buy
+2,862
New +$215K 0.01% 658

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 $377B AUM 19.32% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Raymond James Trust's IYJ Position: Q3 2024 in Review

Raymond James Trust held its iShares US Industrials ETF (IYJ) position steady in Q3 2024 at 3,548 shares worth $474K. The position accounts for 0.01% of the portfolio, ranked #801.

Raymond James Trust first reported a position in IYJ in Q1 2018 and has held it in 27 quarters since. The position peaked at $501K in Q2 2021. 293 funds tracked by Wall St. Rank hold IYJ as of Q3 2024.

  • Raymond James Trust held 3,548 shares of iShares US Industrials ETF worth $474K as of Q3 2024.
  • Raymond James Trust left its iShares US Industrials ETF share count unchanged in Q3 2024.
  • iShares US Industrials ETF made up 0.01% of Raymond James Trust's portfolio in Q3 2024, its #801 holding.
  • Raymond James Trust first reported a position in iShares US Industrials ETF in Q1 2018 and has held it in 27 quarters since.
  • Raymond James Trust's iShares US Industrials ETF position peaked at $501K in Q2 2021.
  • 293 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2024.

Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.