Western Wealth Management’s iShares US Industrials ETF IYJ Stock Holding History

Western 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 Q4	–	Sell	-2,078	Closed	-$278K	–	705
2024 Q3	$278K	Buy	+2,078	New	+$261K	0.02%	627
2023 Q4	–	Sell	-2,916	Closed	-$294K	–	704
2023 Q3	$294K	Hold	2,916	–	–	0.02%	514
2023 Q2	$309K	Sell	2,916 -437	-13%	-$43.7K	0.03%	500
2023 Q1	$336K	Buy	+3,353	New	+$335K	0.03%	471
2022 Q4	–	Sell	-2,400	Closed	-$202K	–	704
2022 Q3	$202K	Hold	2,400	–	–	0.01%	748
2022 Q2	$212K	Sell	2,400 -480	-17%	-$46.1K	0.01%	722
2022 Q1	$304K	Buy	+2,880	New	+$304K	0.01%	669
2021 Q2	$233K	Buy	+2,108	New	+$233K	0.02%	559

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

PCH

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

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

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

PFS

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Western Wealth Management's IYJ Position: Q4 2024 in Review

Western Wealth Management sold out of iShares US Industrials ETF (IYJ) in Q4 2024, closing a stake of 2,078 shares — an estimated $278K sold.

Western Wealth Management first reported a position in IYJ in Q2 2021 and held it in 8 quarters. The position peaked at $336K in Q1 2023. 310 funds tracked by Wall St. Rank hold IYJ as of Q4 2024.

Western Wealth Management reported no remaining iShares US Industrials ETF position as of Q4 2024 after selling out during the quarter.
Western Wealth Management sold 2,078 iShares US Industrials ETF shares in Q4 2024, an estimated $278K.
Western Wealth Management first reported a position in iShares US Industrials ETF in Q2 2021 and held it in 8 quarters.
Western Wealth Management's iShares US Industrials ETF position peaked at $336K in Q1 2023.
310 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2024.

Based on Western Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.