American Portfolios Advisors’s iShares US Industrials ETF IYJ Stock Holding History

American Portfolios 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
2022 Q3	$424K	Sell	5,062 -150	-3%	-$14.1K	0.02%	712
2022 Q2	$459K	Sell	5,212 -750	-13%	-$72K	0.02%	700
2022 Q1	$629K	Sell	5,962 -282	-5%	-$29.8K	0.02%	645
2021 Q4	$704K	Buy	6,244 +14	+0.2%	+$1.55K	0.02%	599
2021 Q3	$668K	Sell	6,230 -200	-3%	-$22.4K	0.03%	587
2021 Q2	$715K	Buy	6,430 +1,465	+30%	+$162K	0.03%	572
2021 Q1	$525K	Buy	4,965 +4,275	+620%	+$429K	0.02%	628
2020 Q4	$67K	Hold	690	–	–	﹤0.01%	1315
2020 Q3	$57.7K	Hold	690	–	–	﹤0.01%	1272
2020 Q2	$52K	Hold	690	–	–	﹤0.01%	1279
2020 Q1	$42.8K	Sell	690 -4,518	-87%	-$352K	﹤0.01%	1225
2019 Q4	$437K	Buy	5,208 +4,618	+783%	+$377K	0.03%	468
2019 Q3	$46.9K	Hold	590	–	–	﹤0.01%	1304
2019 Q2	$46.7K	Sell	590 -276	-32%	-$21.3K	﹤0.01%	1307
2019 Q1	$65.7K	Hold	866	–	–	0.01%	1077
2018 Q4	$55.7K	Buy	866 +50	+6%	+$3.51K	0.01%	968
2018 Q3	$63.7K	Hold	816	–	–	0.01%	1005
2018 Q2	$58.6K	Sell	816 -112	-12%	-$8.19K	0.01%	1009
2018 Q1	$67.3K	Sell	928 -74	-7%	-$5.57K	0.01%	908
2017 Q4	$73.8K	Buy	+1,002	New	+$71.5K	0.01%	847

Other funds holding IYJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

American Portfolios Advisors's IYJ Position: Q3 2022 in Review

American Portfolios Advisors reduced its iShares US Industrials ETF (IYJ) stake by 2.9% in Q3 2022, selling an estimated $14.1K and leaving 5,062 shares worth $424K. The position accounts for 0.02% of the portfolio, ranked #712.

American Portfolios Advisors first reported a position in IYJ in Q4 2017 and has held it in 20 quarters since. The position peaked at $715K in Q2 2021. 221 funds tracked by Wall St. Rank hold IYJ as of Q3 2022.

American Portfolios Advisors held 5,062 shares of iShares US Industrials ETF worth $424K as of Q3 2022.
American Portfolios Advisors sold 150 iShares US Industrials ETF shares in Q3 2022, an estimated $14.1K.
iShares US Industrials ETF made up 0.02% of American Portfolios Advisors's portfolio in Q3 2022, its #712 holding.
American Portfolios Advisors first reported a position in iShares US Industrials ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's iShares US Industrials ETF position peaked at $715K in Q2 2021.
221 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.