Centaurus Financial’s iShares US Industrials ETF IYJ Stock Holding History

Centaurus Financial’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 Q2	–	Sell	-2,685	Closed	-$269K	–	845
2023 Q1	$269K	Buy	+2,685	New	+$268K	0.02%	579
2022 Q1	–	Sell	-3,210	Closed	-$362K	–	941
2021 Q4	$362K	Buy	+3,210	New	+$356K	0.03%	528
2021 Q3	–	Sell	-3,248	Closed	-$361K	–	926
2021 Q2	$361K	Sell	3,248 -91	-3%	-$10K	0.03%	516
2021 Q1	$353K	Buy	3,339 +1,871	+127%	+$188K	0.03%	461
2020 Q4	$143K	Buy	+1,468	New	+$134K	0.02%	641
2020 Q1	–	Sell	-1,734	Closed	-$145K	–	583
2019 Q4	$145K	Buy	+1,734	New	+$141K	0.02%	526
2018 Q3	–	Sell	-662	Closed	-$48K	–	1306
2018 Q2	$48K	Sell	662 -6,086	-90%	-$445K	0.01%	952
2018 Q1	$489K	Buy	6,748 +678	+11%	+$51K	0.11%	200
2017 Q4	$447K	Buy	+6,070	New	+$433K	0.12%	195

Other funds holding IYJ

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

RJFSA

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Centaurus Financial's IYJ Position: Q2 2023 in Review

Centaurus Financial sold out of iShares US Industrials ETF (IYJ) in Q2 2023, closing a stake of 2,685 shares — an estimated $269K sold.

Centaurus Financial first reported a position in IYJ in Q4 2017 and held it in 9 quarters. The position peaked at $489K in Q1 2018. 264 funds tracked by Wall St. Rank hold IYJ as of Q2 2023.

Centaurus Financial reported no remaining iShares US Industrials ETF position as of Q2 2023 after selling out during the quarter.
Centaurus Financial sold 2,685 iShares US Industrials ETF shares in Q2 2023, an estimated $269K.
Centaurus Financial first reported a position in iShares US Industrials ETF in Q4 2017 and held it in 9 quarters.
Centaurus Financial's iShares US Industrials ETF position peaked at $489K in Q1 2018.
264 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2023.

Based on Centaurus Financial's 13F filing for Q2 2023, filed 15 Aug 2023.