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IYJ icon

Beirne Wealth Consulting Services’s iShares US Industrials ETF IYJ Stock Holding History

Beirne Wealth Consulting Services’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
Q2 		– Sell
-2,564
Closed -$269K – 101
2022
Q1 		$269K Hold
2,564
– – 0.15% 76
2021
Q4 		$289K Sell
2,564
-600
-19% -$66.5K 0.16% 77
2021
Q3 		$340K Hold
3,164
– – 0.19% 70
2021
Q2 		$351K Hold
3,164
– – 0.19% 70
2021
Q1 		$334K Hold
3,164
– – 0.2% 64
2020
Q4 		$307K Hold
3,164
– – 0.15% 104
2020
Q3 		$264K Hold
3,164
– – 0.15% 106
2020
Q2 		$239K Sell
3,164
-362
-10% -$25.4K 0.19% 63
2020
Q1 		$219K Buy
3,526
+362
+11% +$28.2K 0.24% 60
2019
Q4 		$265K Sell
3,164
-362
-10% -$29.5K 0.23% 69
2019
Q3 		$280K Buy
+3,526
New +$278K 0.23% 103

Other funds holding IYJ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $567M AUM 32.88% 1-Year Est. Return