AIA
IYJ icon

Allegis Investment Advisors’s iShares US Industrials ETF IYJ Stock Holding History

Allegis Investment Advisors’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
2017
Q2 		– Sell
-4,444
Closed -$280K – 291
2017
Q1 		$280K Buy
+4,444
New +$278K 0.07% 208
2016
Q3 		– Sell
-16,012
Closed -$862K – 234
2016
Q2 		$862K Buy
+16,012
New +$869K 0.43% 81
2016
Q1 		– Sell
-86
Closed -$4K – 564
2015
Q4 		$4K Buy
+86
New +$4.47K ﹤0.01% 886

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Grimes & Company
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
LPL Financial
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
NA
Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Allegis Investment Advisors's IYJ Position: Q2 2017 in Review

Allegis Investment Advisors sold out of iShares US Industrials ETF (IYJ) in Q2 2017, closing a stake of 4,444 shares — an estimated $280K sold.

Allegis Investment Advisors first reported a position in IYJ in Q4 2015 and held it in 3 quarters. The position peaked at $862K in Q2 2016. 124 funds tracked by Wall St. Rank hold IYJ as of Q2 2017.

  • Allegis Investment Advisors reported no remaining iShares US Industrials ETF position as of Q2 2017 after selling out during the quarter.
  • Allegis Investment Advisors sold 4,444 iShares US Industrials ETF shares in Q2 2017, an estimated $280K.
  • Allegis Investment Advisors first reported a position in iShares US Industrials ETF in Q4 2015 and held it in 3 quarters.
  • Allegis Investment Advisors's iShares US Industrials ETF position peaked at $862K in Q2 2016.
  • 124 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2017.

Based on Allegis Investment Advisors's 13F filing for Q2 2017, filed 3 Aug 2017.