Barrett Asset Management’s iShares US Industrials ETF IYJ Stock Holding History

Barrett Asset Management’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 Q1	–	Sell	-400	Closed	-$45K	–	343
2021 Q4	$45K	Hold	400	–	–	﹤0.01%	404
2021 Q3	$43K	Hold	400	–	–	﹤0.01%	332
2021 Q2	$44K	Hold	400	–	–	﹤0.01%	327
2021 Q1	$42K	Hold	400	–	–	﹤0.01%	316
2020 Q4	$39K	Hold	400	–	–	﹤0.01%	286
2020 Q3	$33K	Hold	400	–	–	﹤0.01%	277
2020 Q2	$30K	Hold	400	–	–	﹤0.01%	282
2020 Q1	$25K	Hold	400	–	–	﹤0.01%	264
2019 Q4	$34K	Hold	400	–	–	﹤0.01%	271
2019 Q3	$32K	Hold	400	–	–	﹤0.01%	261
2019 Q2	$32K	Hold	400	–	–	﹤0.01%	258
2019 Q1	$30K	Hold	400	–	–	﹤0.01%	266
2018 Q4	$26K	Hold	400	–	–	﹤0.01%	274
2018 Q3	$31K	Hold	400	–	–	﹤0.01%	276
2018 Q2	$29K	Hold	400	–	–	﹤0.01%	278
2018 Q1	$29K	Hold	400	–	–	﹤0.01%	282
2017 Q4	$29K	Hold	400	–	–	﹤0.01%	288
2017 Q3	$28K	Hold	400	–	–	﹤0.01%	275
2017 Q2	$26K	Hold	400	–	–	﹤0.01%	281
2017 Q1	$25K	Hold	400	–	–	﹤0.01%	271
2016 Q4	$24K	Hold	400	–	–	﹤0.01%	269
2016 Q3	$23K	Hold	400	–	–	﹤0.01%	259
2016 Q2	$22K	Hold	400	–	–	﹤0.01%	256
2016 Q1	$21K	Sell	400 -80	-17%	-$3.98K	﹤0.01%	260
2015 Q4	$25K	Hold	480	–	–	﹤0.01%	241
2015 Q3	$23K	Hold	480	–	–	﹤0.01%	237
2015 Q2	$25K	Hold	480	–	–	﹤0.01%	245
2015 Q1	$26K	Hold	480	–	–	﹤0.01%	247
2014 Q4	$26K	Hold	480	–	–	﹤0.01%	283
2014 Q3	$24K	Hold	480	–	–	﹤0.01%	292
2014 Q2	$25K	Hold	480	–	–	﹤0.01%	285
2014 Q1	$24K	Buy	+480	New	+$23.9K	﹤0.01%	275

Other funds holding IYJ

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Barrett Asset Management's IYJ Position: Q1 2022 in Review

Barrett Asset Management sold out of iShares US Industrials ETF (IYJ) in Q1 2022, closing a stake of 400 shares — an estimated $45K sold.

Barrett Asset Management first reported a position in IYJ in Q1 2014 and held it in 32 quarters. The position peaked at $45K in Q4 2021. 245 funds tracked by Wall St. Rank hold IYJ as of Q1 2022.

Barrett Asset Management reported no remaining iShares US Industrials ETF position as of Q1 2022 after selling out during the quarter.
Barrett Asset Management sold 400 iShares US Industrials ETF shares in Q1 2022, an estimated $45K.
Barrett Asset Management first reported a position in iShares US Industrials ETF in Q1 2014 and held it in 32 quarters.
Barrett Asset Management's iShares US Industrials ETF position peaked at $45K in Q4 2021.
245 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2022.

Based on Barrett Asset Management's 13F filing for Q1 2022, filed 16 May 2022.