BigSur Wealth Management’s iShares US Industrials ETF IYJ Stock Holding History

BigSur 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
2022 Q1	–	Sell	-9,140	Closed	-$1.03M	–	142
2021 Q4	$1.03M	Buy	9,140 +2,300	+34%	+$255K	0.4%	62
2021 Q3	$733K	Hold	6,840	–	–	0.33%	70
2021 Q2	$760K	Hold	6,840	–	–	0.34%	70
2021 Q1	$723K	Hold	6,840	–	–	0.37%	63
2020 Q4	$665K	Hold	6,840	–	–	0.38%	64
2020 Q3	$572K	Hold	6,840	–	–	0.36%	61
2020 Q2	$516K	Hold	6,840	–	–	0.37%	57
2020 Q1	$425K	Hold	6,840	–	–	0.32%	64
2019 Q4	$573K	Hold	6,840	–	–	0.32%	62
2019 Q3	$543K	Hold	6,840	–	–	0.37%	60
2019 Q2	$544K	Hold	6,840	–	–	0.38%	56
2019 Q1	$519K	Hold	6,840	–	–	0.34%	59
2018 Q4	$440K	Hold	6,840	–	–	0.31%	62
2018 Q3	$536K	Hold	6,840	–	–	0.34%	56
2018 Q2	$493K	Hold	6,840	–	–	0.36%	54
2018 Q1	$496K	Buy	+6,840	New	+$514K	0.35%	58

Other funds holding IYJ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BigSur Wealth Management's IYJ Position: Q1 2022 in Review

BigSur Wealth Management sold out of iShares US Industrials ETF (IYJ) in Q1 2022, closing a stake of 9,140 shares — an estimated $1.03M sold.

BigSur Wealth Management first reported a position in IYJ in Q1 2018 and held it in 16 quarters. The position peaked at $1.03M in Q4 2021. 244 funds tracked by Wall St. Rank hold IYJ as of Q1 2022.

BigSur Wealth Management reported no remaining iShares US Industrials ETF position as of Q1 2022 after selling out during the quarter.
BigSur Wealth Management sold 9,140 iShares US Industrials ETF shares in Q1 2022, an estimated $1.03M.
BigSur Wealth Management first reported a position in iShares US Industrials ETF in Q1 2018 and held it in 16 quarters.
BigSur Wealth Management's iShares US Industrials ETF position peaked at $1.03M in Q4 2021.
244 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2022.

Based on BigSur Wealth Management's 13F filing for Q1 2022, filed 5 May 2022.