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

Belpointe 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
2023
Q2 		– Sell
-3,506
Closed -$351K – 1985
2023
Q1 		$351K Buy
3,506
+7
+0.2% +$700 0.02% 686
2022
Q4 		$337K Sell
3,499
-25
-0.7% -$2.36K 0.02% 682
2022
Q3 		$295K Buy
3,524
+676
+24% +$63.3K 0.02% 694
2022
Q2 		$251K Buy
2,848
+5
+0.2% +$480 0.02% 740
2022
Q1 		$299K Sell
2,843
-496
-15% -$52.3K 0.02% 724
2021
Q4 		$376K Sell
3,339
-107
-3% -$11.9K 0.02% 622
2021
Q3 		$369K Buy
3,446
+25
+0.7% +$2.81K 0.03% 613
2021
Q2 		$380K Sell
3,421
-24
-0.7% -$2.65K 0.03% 584
2021
Q1 		$364K Buy
3,445
+423
+14% +$42.4K 0.03% 527
2020
Q4 		$293K Buy
3,022
+438
+17% +$40K 0.03% 564
2020
Q3 		$216K Sell
2,584
-202
-7% -$16.4K 0.02% 525
2020
Q2 		$210K Sell
2,786
-440
-14% -$30.8K 0.03% 515
2020
Q1 		$200K Sell
3,226
-1,094
-25% -$85.2K 0.04% 432
2019
Q4 		$362K Sell
4,320
-52
-1% -$4.24K 0.05% 398
2019
Q3 		$347K Buy
4,372
+8
+0.2% +$630 0.06% 368
2019
Q2 		$345K Buy
+4,364
New +$337K 0.07% 306
2019
Q1 		– Sell
-3,592
Closed -$231K – 508
2018
Q4 		$231K Buy
3,592
+610
+20% +$42.8K 0.06% 317
2018
Q3 		$233K Buy
+2,982
New +$227K 0.04% 416
2017
Q4 		– Sell
-5,412
Closed -$375K – 479
2017
Q3 		$375K Buy
+5,412
New +$362K 0.09% 270

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $8.19B AUM 30.56% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Belpointe Asset Management's IYJ Position: Q2 2023 in Review

Belpointe Asset Management sold out of iShares US Industrials ETF (IYJ) in Q2 2023, closing a stake of 3,506 shares — an estimated $351K sold.

Belpointe Asset Management first reported a position in IYJ in Q3 2017 and held it in 19 quarters. The position peaked at $380K in Q2 2021. 264 funds tracked by Wall St. Rank hold IYJ as of Q2 2023.

  • Belpointe Asset Management reported no remaining iShares US Industrials ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 3,506 iShares US Industrials ETF shares in Q2 2023, an estimated $351K.
  • Belpointe Asset Management first reported a position in iShares US Industrials ETF in Q3 2017 and held it in 19 quarters.
  • Belpointe Asset Management's iShares US Industrials ETF position peaked at $380K in Q2 2021.
  • 264 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.