Carroll Financial Associates’s iShares US Industrials ETF IYJ Stock Holding History

Carroll Financial Associates’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	$48K	Sell	427 -12,151	-97%	-$1.35M	﹤0.01%	737
2021 Q3	$1.35M	Buy	12,578 +5,706	+83%	+$640K	0.08%	158
2021 Q2	$763K	Sell	6,872 -1,083	-14%	-$119K	0.04%	204
2021 Q1	$840K	Buy	7,955 +1,268	+19%	+$127K	0.05%	188
2020 Q4	$649K	Buy	6,687 +6,597	+7,330%	+$602K	0.04%	208
2020 Q3	$7K	Hold	90	–	–	﹤0.01%	1123
2020 Q2	$6K	Hold	90	–	–	﹤0.01%	1156
2020 Q1	$5K	Buy	+90	New	+$7.01K	﹤0.01%	1132
2018 Q4	–	Sell	-222	Closed	-$17K	–	1333
2018 Q3	$17K	Buy	+222	New	+$16.9K	﹤0.01%	747

Other funds holding IYJ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Carroll Financial Associates's IYJ Position: Q4 2021 in Review

Carroll Financial Associates reduced its iShares US Industrials ETF (IYJ) stake by 97% in Q4 2021, selling an estimated $1.35M and leaving 427 shares worth $48K. The position accounts for ﹤0.01% of the portfolio, ranked #737.

Carroll Financial Associates first reported a position in IYJ in Q3 2018 and has held it in 9 quarters since. The position peaked at $1.35M in Q3 2021. 263 funds tracked by Wall St. Rank hold IYJ as of Q4 2021.

Carroll Financial Associates held 427 shares of iShares US Industrials ETF worth $48K as of Q4 2021.
Carroll Financial Associates sold 12,151 iShares US Industrials ETF shares in Q4 2021, an estimated $1.35M.
iShares US Industrials ETF made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #737 holding.
Carroll Financial Associates first reported a position in iShares US Industrials ETF in Q3 2018 and has held it in 9 quarters since.
Carroll Financial Associates's iShares US Industrials ETF position peaked at $1.35M in Q3 2021.
263 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.