TimeScale Financial’s iShares US Industrials ETF IYJ Stock Holding History

TimeScale Financial’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 Q2	$12.6K	Hold	119	–	–	﹤0.01%	338
2023 Q1	$11.9K	Buy	119 +1	+0.8%	+$100	﹤0.01%	330
2022 Q4	$9.84K	Buy	118 +1	+0.9%	+$94	﹤0.01%	299
2022 Q3	$10K	Sell	117 -1	-0.8%	-$94	﹤0.01%	292
2022 Q2	$10K	Buy	118 +1	+0.9%	+$96	﹤0.01%	286
2022 Q1	$12K	Hold	117	–	–	﹤0.01%	285
2021 Q4	$13K	Buy	117 +1	+0.9%	+$111	﹤0.01%	281
2021 Q3	$12K	Hold	116	–	–	﹤0.01%	292
2021 Q2	$13K	Hold	116	–	–	﹤0.01%	283
2021 Q1	$12K	Buy	+116	New	+$11.6K	﹤0.01%	301

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

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

RJFSA

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

PFS

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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

TimeScale Financial's IYJ Position: Q2 2023 in Review

TimeScale Financial held its iShares US Industrials ETF (IYJ) position steady in Q2 2023 at 119 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #338.

TimeScale Financial first reported a position in IYJ in Q1 2021 and has held it in 10 quarters since. The position peaked at $13K in Q4 2021. 264 funds tracked by Wall St. Rank hold IYJ as of Q2 2023.

TimeScale Financial held 119 shares of iShares US Industrials ETF worth $12.6K as of Q2 2023.
TimeScale Financial left its iShares US Industrials ETF share count unchanged in Q2 2023.
iShares US Industrials ETF made up ﹤0.01% of TimeScale Financial's portfolio in Q2 2023, its #338 holding.
TimeScale Financial first reported a position in iShares US Industrials ETF in Q1 2021 and has held it in 10 quarters since.
TimeScale Financial's iShares US Industrials ETF position peaked at $13K in Q4 2021.
264 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.