Sutton Wealth Advisors’s iShares US Industrials ETF IYJ Stock Holding History

Sutton Wealth 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
2023 Q3	$23.9K	Hold	237	–	–	0.01%	337
2023 Q2	$25.1K	Hold	237	–	–	0.01%	319
2023 Q1	$23.7K	Hold	237	–	–	0.01%	288
2022 Q4	$22.9K	Hold	237	–	–	0.01%	647
2022 Q3	$19.9K	Hold	237	–	–	0.01%	666
2022 Q2	$20.9K	Hold	237	–	–	0.01%	663
2022 Q1	$25K	Buy	+237	New	+$25K	0.01%	638

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PFS

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Sutton Wealth Advisors's IYJ Position: Q3 2023 in Review

Sutton Wealth Advisors held its iShares US Industrials ETF (IYJ) position steady in Q3 2023 at 237 shares worth $23.9K. The position accounts for 0.01% of the portfolio, ranked #337.

Sutton Wealth Advisors first reported a position in IYJ in Q1 2022 and has held it in 7 quarters since. The position peaked at $25.1K in Q2 2023. 255 funds tracked by Wall St. Rank hold IYJ as of Q3 2023.

Sutton Wealth Advisors held 237 shares of iShares US Industrials ETF worth $23.9K as of Q3 2023.
Sutton Wealth Advisors left its iShares US Industrials ETF share count unchanged in Q3 2023.
iShares US Industrials ETF made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #337 holding.
Sutton Wealth Advisors first reported a position in iShares US Industrials ETF in Q1 2022 and has held it in 7 quarters since.
Sutton Wealth Advisors's iShares US Industrials ETF position peaked at $25.1K in Q2 2023.
255 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.