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

Accel 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
2023 Q1	–	Sell	-101	Closed	-$9.74K	–	1266
2022 Q4	$9.74K	Sell	101 -28	-22%	-$2.64K	﹤0.01%	715
2022 Q3	$12K	Hold	129	–	–	0.01%	696
2022 Q2	$12K	Buy	129 +4	+3%	+$384	0.01%	665
2022 Q1	$13K	Hold	125	–	–	0.01%	660
2021 Q4	$14K	Hold	125	–	–	0.01%	642
2021 Q3	$13K	Hold	125	–	–	0.01%	585
2021 Q2	$14K	Sell	125 -59	-32%	-$6.51K	0.01%	624
2021 Q1	$19K	Buy	+184	New	+$18.5K	0.02%	525

Other funds holding IYJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PFS

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Accel Wealth Management's IYJ Position: Q1 2023 in Review

Accel Wealth Management sold out of iShares US Industrials ETF (IYJ) in Q1 2023, closing a stake of 101 shares — an estimated $9.74K sold.

Accel Wealth Management first reported a position in IYJ in Q1 2021 and held it in 8 quarters. The position peaked at $19K in Q1 2021. 253 funds tracked by Wall St. Rank hold IYJ as of Q1 2023.

Accel Wealth Management reported no remaining iShares US Industrials ETF position as of Q1 2023 after selling out during the quarter.
Accel Wealth Management sold 101 iShares US Industrials ETF shares in Q1 2023, an estimated $9.74K.
Accel Wealth Management first reported a position in iShares US Industrials ETF in Q1 2021 and held it in 8 quarters.
Accel Wealth Management's iShares US Industrials ETF position peaked at $19K in Q1 2021.
253 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2023.

Based on Accel Wealth Management's 13F filing for Q1 2023, filed 20 Apr 2023.