Sharp Financial Services
IYJ icon

Sharp Financial Services’s iShares US Industrials ETF IYJ Stock Holding History

Sharp Financial Services’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 		– Sell
-34,299
Closed -$4.1M – 101
2024
Q2 		$4.1M Buy
34,299
+1,689
+5% +$206K 3.51% 10
2024
Q1 		$4.1M Buy
32,610
+3,817
+13% +$451K 3.81% 8
2023
Q4 		$3.29M Buy
+28,793
New +$3.01M 3.57% 11

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PGIM Custom Harvest
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Sharp Financial Services's IYJ Position: Q3 2024 in Review

Sharp Financial Services sold out of iShares US Industrials ETF (IYJ) in Q3 2024, closing a stake of 34,299 shares — an estimated $4.1M sold.

Sharp Financial Services first reported a position in IYJ in Q4 2023 and held it in 3 quarters. The position peaked at $4.1M in Q1 2024. 294 funds tracked by Wall St. Rank hold IYJ as of Q3 2024.

  • Sharp Financial Services reported no remaining iShares US Industrials ETF position as of Q3 2024 after selling out during the quarter.
  • Sharp Financial Services sold 34,299 iShares US Industrials ETF shares in Q3 2024, an estimated $4.1M.
  • Sharp Financial Services first reported a position in iShares US Industrials ETF in Q4 2023 and held it in 3 quarters.
  • Sharp Financial Services's iShares US Industrials ETF position peaked at $4.1M in Q1 2024.
  • 294 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2024.

Based on Sharp Financial Services's 13F filing for Q3 2024, filed 4 Nov 2024.