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WESPAC Advisors’s iShares US Industrials ETF IYJ Stock Holding History

WESPAC 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
Q3 		– Sell
-5,030
Closed -$601K – 157
2024
Q2 		$601K Buy
5,030
+2,906
+137% +$354K 0.47% 75
2024
Q1 		$267K Buy
+2,124
New +$251K 0.16% 148
2022
Q1 		– Sell
-4,566
Closed -$515K – 130
2021
Q4 		$515K Buy
4,566
+488
+12% +$54.1K 0.34% 94
2021
Q3 		$437K Buy
+4,078
New +$458K 0.27% 113
2021
Q2 		– Sell
-2,039
Closed -$216K – 126
2021
Q1 		$216K Sell
2,039
-500
-20% -$50.2K 0.16% 154
2020
Q4 		$247K Sell
2,539
-4,527
-64% -$413K 0.19% 126
2020
Q3 		$591K Sell
7,066
-272
-4% -$22.1K 0.73% 55
2020
Q2 		$553K Buy
+7,338
New +$514K 0.63% 60
2019
Q2 		– Sell
-14,970
Closed -$1.14M – 130
2019
Q1 		$1.14M Hold
14,970
– – 0.78% 45
2018
Q4 		$962K Buy
+14,970
New +$1.05M 0.93% 39
2014
Q4 		– Sell
-31,458
Closed -$1.59M – 140
2014
Q3 		$1.59M Buy
31,458
+9,250
+42% +$475K 1.28% 25
2014
Q2 		$1.15M Sell
22,208
-9,866
-31% -$503K 1.31% 27
2014
Q1 		$1.61M Sell
32,074
-1,310
-4% -$65.2K 1.4% 20
2013
Q4 		$1.69M Buy
33,384
+6,874
+26% +$328K 1.41% 17
2013
Q3 		$1.2M Sell
26,510
-1,850
-7% -$81.6K 1.4% 21
2013
Q2 		$1.18M Buy
+28,360
New +$1.17M 1.79% 19

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Bank of Montreal
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

WESPAC Advisors's IYJ Position: Q3 2024 in Review

WESPAC Advisors sold out of iShares US Industrials ETF (IYJ) in Q3 2024, closing a stake of 5,030 shares — an estimated $601K sold.

WESPAC Advisors first reported a position in IYJ in Q2 2013 and held it in 16 quarters. The position peaked at $1.69M in Q4 2013. 294 funds tracked by Wall St. Rank hold IYJ as of Q3 2024.

  • WESPAC Advisors reported no remaining iShares US Industrials ETF position as of Q3 2024 after selling out during the quarter.
  • WESPAC Advisors sold 5,030 iShares US Industrials ETF shares in Q3 2024, an estimated $601K.
  • WESPAC Advisors first reported a position in iShares US Industrials ETF in Q2 2013 and held it in 16 quarters.
  • WESPAC Advisors's iShares US Industrials ETF position peaked at $1.69M in Q4 2013.
  • 294 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2024.

Based on WESPAC Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.