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ACG Wealth’s iShares US Industrials ETF IYJ Stock Holding History

ACG Wealth’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
Q1 		– Sell
-2,236
Closed -$252K – 310
2021
Q4 		$252K Buy
2,236
+1
+0% +$111 0.04% 280
2021
Q3 		$240K Buy
2,235
+1
+0% +$112 0.03% 270
2021
Q2 		$248K Sell
2,234
-99
-4% -$10.9K 0.03% 280
2021
Q1 		$247K Sell
2,333
-121
-5% -$12.1K 0.03% 277
2020
Q4 		$238K Buy
+2,454
New +$224K 0.03% 266

Other funds holding IYJ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

ACG Wealth's IYJ Position: Q1 2022 in Review

ACG Wealth sold out of iShares US Industrials ETF (IYJ) in Q1 2022, closing a stake of 2,236 shares — an estimated $252K sold.

ACG Wealth first reported a position in IYJ in Q4 2020 and held it in 5 quarters. The position peaked at $252K in Q4 2021. 244 funds tracked by Wall St. Rank hold IYJ as of Q1 2022.

  • ACG Wealth reported no remaining iShares US Industrials ETF position as of Q1 2022 after selling out during the quarter.
  • ACG Wealth sold 2,236 iShares US Industrials ETF shares in Q1 2022, an estimated $252K.
  • ACG Wealth first reported a position in iShares US Industrials ETF in Q4 2020 and held it in 5 quarters.
  • ACG Wealth's iShares US Industrials ETF position peaked at $252K in Q4 2021.
  • 244 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2022.

Based on ACG Wealth's 13F filing for Q1 2022, filed 7 Apr 2022.