Capital Investment Advisors
IYJ icon

Capital Investment Advisors’s iShares US Industrials ETF IYJ Stock Holding History

Capital Investment Advisors’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
Q4 		– Sell
-2,279
Closed -$230K – 638
2023
Q3 		$230K Sell
2,279
-1,544
-40% -$164K 0.01% 520
2023
Q2 		$405K Sell
3,823
-1,941
-34% -$194K 0.01% 369
2023
Q1 		$577K Buy
5,764
+13
+0.2% +$1.3K 0.02% 331
2022
Q4 		$555K Buy
+5,751
New +$542K 0.02% 343

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
PGIM Custom Harvest
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Capital Investment Advisors's IYJ Position: Q4 2023 in Review

Capital Investment Advisors sold out of iShares US Industrials ETF (IYJ) in Q4 2023, closing a stake of 2,279 shares — an estimated $230K sold.

Capital Investment Advisors first reported a position in IYJ in Q4 2022 and held it in 4 quarters. The position peaked at $577K in Q1 2023. 292 funds tracked by Wall St. Rank hold IYJ as of Q4 2023.

  • Capital Investment Advisors reported no remaining iShares US Industrials ETF position as of Q4 2023 after selling out during the quarter.
  • Capital Investment Advisors sold 2,279 iShares US Industrials ETF shares in Q4 2023, an estimated $230K.
  • Capital Investment Advisors first reported a position in iShares US Industrials ETF in Q4 2022 and held it in 4 quarters.
  • Capital Investment Advisors's iShares US Industrials ETF position peaked at $577K in Q1 2023.
  • 292 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2023.

Based on Capital Investment Advisors's 13F filing for Q4 2023, filed 5 Jan 2024.