Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
BWM
Baystate Wealth Management’s
iShares US Industrials ETF
IYJ
Stock Holding History
Baystate Wealth 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
2023
Q4
$32.3K
Buy
282
+166
+143%
+$17.4K
﹤0.01%
465
2023
Q3
$11.8K
Hold
116
–
–
﹤0.01%
553
2023
Q2
$12.4K
Hold
116
–
–
﹤0.01%
535
2023
Q1
$11.7K
Hold
116
–
–
﹤0.01%
541
2022
Q4
$11K
Buy
116
+1
+0.9%
+$94
﹤0.01%
557
2022
Q3
$10K
Hold
115
–
–
﹤0.01%
541
2022
Q2
$10K
Hold
115
–
–
﹤0.01%
557
2022
Q1
$12K
Buy
115
+1
+0.9%
+$106
﹤0.01%
546
2021
Q4
$13K
Hold
114
–
–
﹤0.01%
527
2021
Q3
$12K
Hold
114
–
–
﹤0.01%
508
2021
Q2
$13K
Hold
114
–
–
﹤0.01%
480
2021
Q1
$12K
Hold
114
–
–
﹤0.01%
445
2020
Q4
$11K
Hold
114
–
–
﹤0.01%
420
2020
Q3
$10K
Buy
114
+2
+2%
+$163
﹤0.01%
395
2020
Q2
$9K
Sell
112
-2
-2%
-$140
﹤0.01%
403
2020
Q1
$7K
Buy
114
+2
+2%
+$156
﹤0.01%
404
2019
Q4
$9K
Hold
112
–
–
﹤0.01%
410
2019
Q3
$9K
Buy
112
+2
+2%
+$158
﹤0.01%
369
2019
Q2
$9K
Hold
110
–
–
﹤0.01%
381
2019
Q1
$9K
Hold
110
–
–
﹤0.01%
394
2018
Q4
$8K
Hold
110
–
–
﹤0.01%
395
2018
Q3
$8K
Hold
110
–
–
﹤0.01%
395
2018
Q2
$8K
Hold
110
–
–
﹤0.01%
397
2018
Q1
$8K
Buy
+110
New
+$8.27K
﹤0.01%
377
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
$501B AUM
22.01%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
PCH
PGIM Custom Harvest
Newark, New Jersey
$6.4B AUM
18.53%
1-Year Est. Return
PFS
Prospera Financial Services
Dallas, Texas
$6.21B AUM
26.82%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors
St. Petersburg, Florida
$75B AUM
31.89%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close