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Burleson & Co’s iShares US Industrials ETF IYJ Stock Holding History

Burleson & Co’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
Q4 		$37.1K Hold
385
– – 0.01% 195
2022
Q3 		$32K Hold
385
– – 0.01% 219
2022
Q2 		$34K Sell
385
-250
-39% -$24K 0.01% 202
2022
Q1 		$67K Buy
+635
New +$67K 0.01% 184

Other funds holding IYJ

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Burleson & Co's IYJ Position: Q4 2022 in Review

Burleson & Co held its iShares US Industrials ETF (IYJ) position steady in Q4 2022 at 385 shares worth $37.1K. The position accounts for 0.01% of the portfolio, ranked #195.

Burleson & Co first reported a position in IYJ in Q1 2022 and has held it in 4 quarters since. The position peaked at $67K in Q1 2022. 259 funds tracked by Wall St. Rank hold IYJ as of Q4 2022.

  • Burleson & Co held 385 shares of iShares US Industrials ETF worth $37.1K as of Q4 2022.
  • Burleson & Co left its iShares US Industrials ETF share count unchanged in Q4 2022.
  • iShares US Industrials ETF made up 0.01% of Burleson & Co's portfolio in Q4 2022, its #195 holding.
  • Burleson & Co first reported a position in iShares US Industrials ETF in Q1 2022 and has held it in 4 quarters since.
  • Burleson & Co's iShares US Industrials ETF position peaked at $67K in Q1 2022.
  • 259 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.