Cambridge Trust’s iShares US Industrials ETF IYJ Stock Holding History

Cambridge Trust’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	–	Sell	-380	Closed	-$32K	–	835
2022 Q3	$32K	Hold	380	–	–	﹤0.01%	504
2022 Q2	$33K	Hold	380	–	–	﹤0.01%	549
2022 Q1	$40K	Hold	380	–	–	﹤0.01%	567
2021 Q4	$43K	Buy	+380	New	+$42.1K	﹤0.01%	555

Other funds holding IYJ

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cambridge Trust's IYJ Position: Q4 2022 in Review

Cambridge Trust sold out of iShares US Industrials ETF (IYJ) in Q4 2022, closing a stake of 380 shares — an estimated $32K sold.

Cambridge Trust first reported a position in IYJ in Q4 2021 and held it in 4 quarters. The position peaked at $43K in Q4 2021. 259 funds tracked by Wall St. Rank hold IYJ as of Q4 2022.

Cambridge Trust reported no remaining iShares US Industrials ETF position as of Q4 2022 after selling out during the quarter.
Cambridge Trust sold 380 iShares US Industrials ETF shares in Q4 2022, an estimated $32K.
Cambridge Trust first reported a position in iShares US Industrials ETF in Q4 2021 and held it in 4 quarters.
Cambridge Trust's iShares US Industrials ETF position peaked at $43K in Q4 2021.
259 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2022.

Based on Cambridge Trust's 13F filing for Q4 2022, filed 10 Jan 2023.