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 $1.66T 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

Royal Bank of Canada

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

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

MML Investors Services

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

Bank of Montreal

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

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