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

TRUE Private 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
2024 Q4	–	Sell	-1,575	Closed	-$211K	–	232
2024 Q3	$211K	Buy	+1,575	New	+$198K	0.03%	203
2021 Q1	–	Sell	-1,264	Closed	-$122K	–	470
2020 Q4	$122K	Hold	1,264	–	–	0.02%	250
2020 Q3	$105K	Hold	1,264	–	–	0.02%	242
2020 Q2	$95K	Hold	1,264	–	–	0.02%	242
2020 Q1	$78K	Buy	1,264 +2	+0.2%	+$156	0.02%	238
2019 Q4	$105K	Buy	+1,262	New	+$103K	0.02%	282
2019 Q3	–	Sell	-1,262	Closed	-$99K	–	484
2019 Q2	$99K	Buy	+1,262	New	+$97.5K	0.02%	262
2018 Q4	–	Sell	-1,408	Closed	-$110K	–	593
2018 Q3	$110K	Buy	+1,408	New	+$107K	0.02%	343

Other funds holding IYJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

MML Investors Services

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.21B AUM 26.82% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return