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Wilmington Savings Fund Society’s iShares US Industrials ETF IYJ Stock Holding History

Wilmington Savings Fund Society’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
-2,100
Closed -$281K – 2129
2024
Q3 		$281K Buy
+2,100
New +$264K 0.01% 713

Other funds holding IYJ

Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MML Investors Services
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
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Wilmington Savings Fund Society's IYJ Position: Q4 2024 in Review

Wilmington Savings Fund Society sold out of iShares US Industrials ETF (IYJ) in Q4 2024, closing a stake of 2,100 shares — an estimated $281K sold.

Wilmington Savings Fund Society first reported a position in IYJ in Q3 2024 and held it in 1 quarter. The position peaked at $281K in Q3 2024. 310 funds tracked by Wall St. Rank hold IYJ as of Q4 2024.

  • Wilmington Savings Fund Society reported no remaining iShares US Industrials ETF position as of Q4 2024 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 2,100 iShares US Industrials ETF shares in Q4 2024, an estimated $281K.
  • Wilmington Savings Fund Society first reported a position in iShares US Industrials ETF in Q3 2024 and held it in 1 quarter.
  • Wilmington Savings Fund Society's iShares US Industrials ETF position peaked at $281K in Q3 2024.
  • 310 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2024.

Based on Wilmington Savings Fund Society's 13F filing for Q4 2024, filed 28 Jan 2025.