Telemus Capital’s iShares US Industrials ETF IYJ Stock Holding History

Telemus Capital’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 Q4	$822K	Buy	7,185 +5,157	+254%	+$539K	0.07%	180
2023 Q3	$205K	Sell	2,028 -31	-2%	-$3.29K	0.02%	293
2023 Q2	$218K	Sell	2,059 -207	-9%	-$20.7K	0.02%	305
2023 Q1	$227K	Sell	2,266 -1,269	-36%	-$127K	0.02%	296
2022 Q4	$351K	Buy	+3,535	New	+$333K	0.03%	254
2022 Q3	–	Sell	-2,779	Closed	-$245K	–	328
2022 Q2	$245K	Buy	+2,779	New	+$267K	0.02%	307
2022 Q1	–	Sell	-2,191	Closed	-$247K	–	367
2021 Q4	$247K	Buy	+2,191	New	+$243K	0.02%	331

Other funds holding IYJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

PFS

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RJFSA

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

Telemus Capital's IYJ Position: Q4 2023 in Review

Telemus Capital increased its iShares US Industrials ETF (IYJ) stake by 254% in Q4 2023, buying an estimated $539K and bringing the position to 7,185 shares worth $822K. The position accounts for 0.07% of the portfolio, ranked #180.

Telemus Capital first reported a position in IYJ in Q4 2021 and has held it in 7 quarters since. 292 funds tracked by Wall St. Rank hold IYJ as of Q4 2023.

Telemus Capital held 7,185 shares of iShares US Industrials ETF worth $822K as of Q4 2023.
Telemus Capital bought 5,157 iShares US Industrials ETF shares in Q4 2023, an estimated $539K.
iShares US Industrials ETF made up 0.07% of Telemus Capital's portfolio in Q4 2023, its #180 holding.
Telemus Capital first reported a position in iShares US Industrials ETF in Q4 2021 and has held it in 7 quarters since.
292 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2023.

Based on Telemus Capital's 13F filing for Q4 2023, filed 1 Feb 2024.