Aveo Capital Partners’s iShares US Industrials ETF IYJ Stock Holding History

Aveo Capital Partners’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
2023 Q1	–	Sell	-23,540	Closed	-$2.27M	–	358
2022 Q4	$2.27M	Buy	+23,540	New	+$2.22M	0.34%	67
2017 Q1	–	Sell	-22,182	Closed	-$1.34M	–	183
2016 Q4	$1.34M	Buy	+22,182	New	+$1.3M	0.38%	48

Other funds holding IYJ

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

Aveo Capital Partners's IYJ Position: Q1 2023 in Review

Aveo Capital Partners sold out of iShares US Industrials ETF (IYJ) in Q1 2023, closing a stake of 23,540 shares — an estimated $2.27M sold.

Aveo Capital Partners first reported a position in IYJ in Q4 2016 and held it in 2 quarters. The position peaked at $2.27M in Q4 2022. 253 funds tracked by Wall St. Rank hold IYJ as of Q1 2023.

Aveo Capital Partners reported no remaining iShares US Industrials ETF position as of Q1 2023 after selling out during the quarter.
Aveo Capital Partners sold 23,540 iShares US Industrials ETF shares in Q1 2023, an estimated $2.27M.
Aveo Capital Partners first reported a position in iShares US Industrials ETF in Q4 2016 and held it in 2 quarters.
Aveo Capital Partners's iShares US Industrials ETF position peaked at $2.27M in Q4 2022.
253 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2023.

Based on Aveo Capital Partners's 13F filing for Q1 2023, filed 3 May 2023.