Advisory Alpha’s iShares US Industrials ETF IYJ Stock Holding History

Advisory Alpha’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
2020 Q4	–	Sell	-200	Closed	-$17K	–	378
2020 Q3	$17K	Buy	+200	New	+$16.3K	﹤0.01%	350
2020 Q2	–	Sell	-200	Closed	-$13K	–	361
2020 Q1	$13K	Hold	200	–	–	﹤0.01%	373
2019 Q4	$17.1K	Hold	200	–	–	﹤0.01%	424
2019 Q3	$15.3K	Buy	+200	New	+$15.8K	﹤0.01%	403
2019 Q2	–	Sell	-200	Closed	-$15.4K	–	387
2019 Q1	$15.4K	Buy	+200	New	+$14.5K	0.01%	361

Other funds holding IYJ

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

NEIRG

New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Advisory Alpha's IYJ Position: Q4 2020 in Review

Advisory Alpha sold out of iShares US Industrials ETF (IYJ) in Q4 2020, closing a stake of 200 shares — an estimated $17K sold.

Advisory Alpha first reported a position in IYJ in Q1 2019 and held it in 5 quarters. The position peaked at $17.1K in Q4 2019. 218 funds tracked by Wall St. Rank hold IYJ as of Q4 2020.

Advisory Alpha reported no remaining iShares US Industrials ETF position as of Q4 2020 after selling out during the quarter.
Advisory Alpha sold 200 iShares US Industrials ETF shares in Q4 2020, an estimated $17K.
Advisory Alpha first reported a position in iShares US Industrials ETF in Q1 2019 and held it in 5 quarters.
Advisory Alpha's iShares US Industrials ETF position peaked at $17.1K in Q4 2019.
218 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2020.

Based on Advisory Alpha's 13F filing for Q4 2020, filed 16 Feb 2021.