Realta Investment Advisors’s iShares US Industrials ETF IYJ Stock Holding History

Realta Investment 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 Q4	–	Sell	-50	Closed	-$6.84K	–	376
2024 Q3	$6.84K	Sell	50 -450	-90%	-$56.6K	﹤0.01%	310
2024 Q2	$59.7K	Hold	500	–	–	0.01%	518
2024 Q1	$62.9K	Buy	+500	New	+$59.1K	0.01%	533
2023 Q3	–	Sell	-870	Closed	-$92.3K	–	799
2023 Q2	$92.3K	Buy	+870	New	+$86.9K	0.02%	494
2023 Q1	–	Sell	-1,178	Closed	-$114K	–	637
2022 Q4	$114K	Buy	1,178 +15	+1%	+$1.42K	0.03%	468
2022 Q3	$97K	Buy	+1,163	New	+$109K	0.03%	455
2020 Q1	–	Sell	-200	Closed	-$17K	–	867
2019 Q4	$17K	Hold	200	–	–	﹤0.01%	978
2019 Q3	$16K	Hold	200	–	–	﹤0.01%	985
2019 Q2	$16K	Hold	200	–	–	﹤0.01%	1010
2019 Q1	$15K	Buy	+200	New	+$14.5K	0.01%	827

Other funds holding IYJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

PFS

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Realta Investment Advisors's IYJ Position: Q4 2024 in Review

Realta Investment Advisors sold out of iShares US Industrials ETF (IYJ) in Q4 2024, closing a stake of 50 shares — an estimated $6.84K sold.

Realta Investment Advisors first reported a position in IYJ in Q1 2019 and held it in 10 quarters. The position peaked at $114K in Q4 2022. 310 funds tracked by Wall St. Rank hold IYJ as of Q4 2024.

Realta Investment Advisors reported no remaining iShares US Industrials ETF position as of Q4 2024 after selling out during the quarter.
Realta Investment Advisors sold 50 iShares US Industrials ETF shares in Q4 2024, an estimated $6.84K.
Realta Investment Advisors first reported a position in iShares US Industrials ETF in Q1 2019 and held it in 10 quarters.
Realta Investment Advisors's iShares US Industrials ETF position peaked at $114K in Q4 2022.
310 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2024.

Based on Realta Investment Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.