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55I LLC’s iShares US Industrials ETF IYJ Stock Holding History

55I LLC’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
2022
Q3 		– Sell
-9,346
Closed -$824K – 588
2022
Q2 		$824K Buy
9,346
+325
+4% +$31.2K 0.02% 286
2022
Q1 		$951K Buy
9,021
+6,941
+334% +$733K 0.02% 270
2021
Q4 		$234K Buy
+2,080
New +$231K 0.01% 460

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

55I LLC's IYJ Position: Q3 2022 in Review

55I LLC sold out of iShares US Industrials ETF (IYJ) in Q3 2022, closing a stake of 9,346 shares — an estimated $824K sold.

55I LLC first reported a position in IYJ in Q4 2021 and held it in 3 quarters. The position peaked at $951K in Q1 2022. 221 funds tracked by Wall St. Rank hold IYJ as of Q3 2022.

  • 55I LLC reported no remaining iShares US Industrials ETF position as of Q3 2022 after selling out during the quarter.
  • 55I LLC sold 9,346 iShares US Industrials ETF shares in Q3 2022, an estimated $824K.
  • 55I LLC first reported a position in iShares US Industrials ETF in Q4 2021 and held it in 3 quarters.
  • 55I LLC's iShares US Industrials ETF position peaked at $951K in Q1 2022.
  • 221 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.