Bison Wealth’s iShares US Industrials ETF IYJ Stock Holding History

Bison Wealth’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
2021 Q4	–	Sell	-102	Closed	-$11K	–	415
2021 Q3	$11K	Hold	102	–	–	0.01%	416
2021 Q2	$11K	Hold	102	–	–	﹤0.01%	404
2021 Q1	$11K	Hold	102	–	–	﹤0.01%	413
2020 Q4	$10K	Hold	102	–	–	﹤0.01%	369
2020 Q3	$9K	Hold	102	–	–	0.01%	323
2020 Q2	$8K	Buy	+102	New	+$7.15K	0.01%	321

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

NWM

NEIRG Wealth Management North Andover, Massachusetts $542M AUM 10.92% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bison Wealth's IYJ Position: Q4 2021 in Review

Bison Wealth sold out of iShares US Industrials ETF (IYJ) in Q4 2021, closing a stake of 102 shares — an estimated $11K sold.

Bison Wealth first reported a position in IYJ in Q2 2020 and held it in 6 quarters. The position peaked at $11K in Q3 2021. 263 funds tracked by Wall St. Rank hold IYJ as of Q4 2021.

Bison Wealth reported no remaining iShares US Industrials ETF position as of Q4 2021 after selling out during the quarter.
Bison Wealth sold 102 iShares US Industrials ETF shares in Q4 2021, an estimated $11K.
Bison Wealth first reported a position in iShares US Industrials ETF in Q2 2020 and held it in 6 quarters.
Bison Wealth's iShares US Industrials ETF position peaked at $11K in Q3 2021.
263 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2021.

Based on Bison Wealth's 13F filing for Q4 2021, filed 2 Feb 2022.