Summit Financial Group’s iShares US Industrials ETF IYJ Stock Holding History

Summit Financial 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	$402K	Hold	3,200	–	–	0.14%	134
2023 Q4	$366K	Hold	3,200	–	–	0.14%	140
2023 Q3	$323K	Hold	3,200	–	–	0.14%	141
2023 Q2	$339K	Hold	3,200	–	–	0.13%	144
2023 Q1	$321K	Hold	3,200	–	–	0.12%	149
2022 Q4	$309K	Hold	3,200	–	–	0.12%	153
2022 Q3	$268K	Hold	3,200	–	–	0.11%	160
2022 Q2	$282K	Hold	3,200	–	–	0.11%	160
2022 Q1	$337K	Hold	3,200	–	–	0.11%	155
2021 Q4	$361K	Hold	3,200	–	–	0.12%	155
2021 Q3	$342K	Hold	3,200	–	–	0.12%	153
2021 Q2	$355K	Hold	3,200	–	–	0.13%	147
2021 Q1	$338K	Hold	3,200	–	–	0.14%	132
2020 Q4	$310K	Hold	3,200	–	–	0.14%	125
2020 Q3	$268K	Hold	3,200	–	–	0.13%	128
2020 Q2	$241K	Buy	+3,200	New	+$224K	0.13%	134
2020 Q1	–	Sell	-3,200	Closed	-$268K	–	151
2019 Q4	$268K	Hold	3,200	–	–	0.13%	136
2019 Q3	$254K	Hold	3,200	–	–	0.13%	137
2019 Q2	$253K	Buy	+3,200	New	+$247K	0.11%	143

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

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

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

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

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

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 $6.89B AUM 37.41% 1-Year Est. Return

Summit Financial Group's IYJ Position: Q1 2024 in Review

Summit Financial Group held its iShares US Industrials ETF (IYJ) position steady in Q1 2024 at 3,200 shares worth $402K. The position accounts for 0.14% of the portfolio, ranked #134.

Summit Financial Group first reported a position in IYJ in Q2 2019 and has held it in 19 quarters since. 302 funds tracked by Wall St. Rank hold IYJ as of Q1 2024.

Summit Financial Group held 3,200 shares of iShares US Industrials ETF worth $402K as of Q1 2024.
Summit Financial Group left its iShares US Industrials ETF share count unchanged in Q1 2024.
iShares US Industrials ETF made up 0.14% of Summit Financial Group's portfolio in Q1 2024, its #134 holding.
Summit Financial Group first reported a position in iShares US Industrials ETF in Q2 2019 and has held it in 19 quarters since.
302 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2024.

Based on Summit Financial Group's 13F filing for Q1 2024, filed 5 Apr 2024.