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Advisor Group’s iShares US Industrials ETF IYJ Stock Holding History

Advisor Group’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
2019
Q4 		$3.67M Buy
43,778
+18,506
+73% +$1.51M 0.03% 530
2019
Q3 		$2.01M Sell
25,272
-10,132
-29% -$798K 0.01% 756
2019
Q2 		$2.8M Buy
35,404
+2,932
+9% +$227K 0.02% 618
2019
Q1 		$2.47M Sell
32,472
-9,666
-23% -$700K 0.02% 648
2018
Q4 		$2.71M Buy
42,138
+18,410
+78% +$1.29M 0.03% 512
2018
Q3 		$1.85M Sell
23,728
-7,084
-23% -$538K 0.02% 669
2018
Q2 		$2.21M Sell
30,812
-27,160
-47% -$1.99M 0.03% 510
2018
Q1 		$4.21M Buy
57,972
+1,270
+2% +$95.5K 0.06% 299
2017
Q4 		$4.18M Buy
56,702
+23,458
+71% +$1.67M 0.06% 308
2017
Q3 		$2.3M Sell
33,244
-7,034
-17% -$470K 0.04% 457
2017
Q2 		$2.65M Buy
40,278
+120
+0.3% +$7.75K 0.05% 388
2017
Q1 		$2.53M Sell
40,158
-11,080
-22% -$692K 0.05% 382
2016
Q4 		$3.09M Buy
51,238
+9,870
+24% +$578K 0.07% 296
2016
Q3 		$2.37M Sell
41,368
-14,084
-25% -$800K 0.06% 354
2016
Q2 		$3.04M Buy
+55,452
New +$3.01M 0.08% 271

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Advisor Group's IYJ Position: Q4 2019 in Review

Advisor Group increased its iShares US Industrials ETF (IYJ) stake by 73% in Q4 2019, buying an estimated $1.51M and bringing the position to 43,778 shares worth $3.67M. The position accounts for 0.03% of the portfolio, ranked #530.

Advisor Group first reported a position in IYJ in Q2 2016 and has held it in 15 quarters since. The position peaked at $4.21M in Q1 2018. 190 funds tracked by Wall St. Rank hold IYJ as of Q4 2019.

  • Advisor Group held 43,778 shares of iShares US Industrials ETF worth $3.67M as of Q4 2019.
  • Advisor Group bought 18,506 iShares US Industrials ETF shares in Q4 2019, an estimated $1.51M.
  • iShares US Industrials ETF made up 0.03% of Advisor Group's portfolio in Q4 2019, its #530 holding.
  • Advisor Group first reported a position in iShares US Industrials ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's iShares US Industrials ETF position peaked at $4.21M in Q1 2018.
  • 190 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.