Tyler-Stone Wealth Management’s iShares US Industrials ETF IYJ Stock Holding History

Tyler-Stone Wealth Management’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 Q3	–	Sell	-350	Closed	-$41.8K	–	630
2024 Q2	$41.8K	Sell	350 -250	-42%	-$30.5K	0.02%	400
2024 Q1	$75.4K	Hold	600	–	–	0.03%	311
2023 Q4	$68.6K	Hold	600	–	–	0.03%	317
2023 Q3	$61K	Hold	600	–	–	0.03%	317
2023 Q2	$64K	Buy	+600	New	+$59.9K	0.04%	313
2022 Q4	$58K	Hold	600	–	–	0.04%	296
2022 Q3	$50K	Hold	600	–	–	0.04%	301
2022 Q2	$53K	Hold	600	–	–	0.04%	310
2022 Q1	$63K	Buy	+600	New	+$63.3K	0.03%	310

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

PFS

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

Tyler-Stone Wealth Management's IYJ Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of iShares US Industrials ETF (IYJ) in Q3 2024, closing a stake of 350 shares — an estimated $41.8K sold.

Tyler-Stone Wealth Management first reported a position in IYJ in Q1 2022 and held it in 9 quarters. The position peaked at $75.4K in Q1 2024. 294 funds tracked by Wall St. Rank hold IYJ as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining iShares US Industrials ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 350 iShares US Industrials ETF shares in Q3 2024, an estimated $41.8K.
Tyler-Stone Wealth Management first reported a position in iShares US Industrials ETF in Q1 2022 and held it in 9 quarters.
Tyler-Stone Wealth Management's iShares US Industrials ETF position peaked at $75.4K in Q1 2024.
294 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.