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BDO Wealth Advisors’s iShares US Industrials ETF IYJ Stock Holding History

BDO Wealth 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
2023
Q2 		$214K Hold
2,021
– – 0.02% 254
2023
Q1 		$202K Sell
2,021
-83
-4% -$8.3K 0.02% 251
2022
Q4 		$203K Hold
2,104
– – 0.03% 254
2022
Q3 		$176K Hold
2,104
– – 0.02% 263
2022
Q2 		$185K Hold
2,104
– – 0.02% 257
2022
Q1 		$222K Hold
2,104
– – 0.02% 255
2021
Q4 		$237K Sell
2,104
-3
-0.1% -$333 0.03% 261
2021
Q3 		$226K Sell
2,107
-585
-22% -$65.6K 0.02% 266
2021
Q2 		$299K Sell
2,692
-190
-7% -$21K 0.03% 239
2021
Q1 		$305K Sell
2,882
-200
-6% -$20.1K 0.04% 230
2020
Q4 		$299K Buy
3,082
+430
+16% +$39.2K 0.04% 198
2020
Q3 		$222K Buy
2,652
+30
+1% +$2.44K 0.04% 210
2020
Q2 		$198K Sell
2,622
-38
-1% -$2.66K 0.03% 219
2020
Q1 		$165K Sell
2,660
-280
-10% -$21.8K 0.03% 221
2019
Q4 		$246K Buy
2,940
+40
+1% +$3.26K 0.06% 173
2019
Q3 		$230K Buy
2,900
+620
+27% +$48.8K 0.06% 180
2019
Q2 		$180K Sell
2,280
-120
-5% -$9.28K 0.05% 203
2019
Q1 		$182K Sell
2,400
-550
-19% -$39.8K 0.05% 178
2018
Q4 		$190K Sell
2,950
-200
-6% -$14K 0.07% 153
2018
Q3 		$246K Sell
3,150
-240
-7% -$18.2K 0.08% 137
2018
Q2 		$244K Hold
3,390
– – 0.08% 139
2018
Q1 		$246K Buy
3,390
+90
+3% +$6.77K 0.09% 115
2017
Q4 		$243K Buy
3,300
+50
+2% +$3.57K 0.11% 101
2017
Q3 		$225K Sell
3,250
-650
-17% -$43.5K 0.11% 99
2017
Q2 		$256K Buy
+3,900
New +$252K 0.11% 114

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

BDO Wealth Advisors's IYJ Position: Q2 2023 in Review

BDO Wealth Advisors held its iShares US Industrials ETF (IYJ) position steady in Q2 2023 at 2,021 shares worth $214K. The position accounts for 0.02% of the portfolio, ranked #254.

BDO Wealth Advisors first reported a position in IYJ in Q2 2017 and has held it in 25 quarters since. The position peaked at $305K in Q1 2021. 264 funds tracked by Wall St. Rank hold IYJ as of Q2 2023.

  • BDO Wealth Advisors held 2,021 shares of iShares US Industrials ETF worth $214K as of Q2 2023.
  • BDO Wealth Advisors left its iShares US Industrials ETF share count unchanged in Q2 2023.
  • iShares US Industrials ETF made up 0.02% of BDO Wealth Advisors's portfolio in Q2 2023, its #254 holding.
  • BDO Wealth Advisors first reported a position in iShares US Industrials ETF in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's iShares US Industrials ETF position peaked at $305K in Q1 2021.
  • 264 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.