CA
IYJ icon

Centerpoint Advisors’s iShares US Industrials ETF IYJ Stock Holding History

Centerpoint 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
Q3 		– Sell
-544
Closed -$58K – 596
2023
Q2 		$58K Hold
544
– – 0.02% 151
2023
Q1 		$54K Buy
+544
New +$54.4K 0.02% 152

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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Centerpoint Advisors's IYJ Position: Q3 2023 in Review

Centerpoint Advisors sold out of iShares US Industrials ETF (IYJ) in Q3 2023, closing a stake of 544 shares — an estimated $58K sold.

Centerpoint Advisors first reported a position in IYJ in Q1 2023 and held it in 2 quarters. The position peaked at $58K in Q2 2023. 255 funds tracked by Wall St. Rank hold IYJ as of Q3 2023.

  • Centerpoint Advisors reported no remaining iShares US Industrials ETF position as of Q3 2023 after selling out during the quarter.
  • Centerpoint Advisors sold 544 iShares US Industrials ETF shares in Q3 2023, an estimated $58K.
  • Centerpoint Advisors first reported a position in iShares US Industrials ETF in Q1 2023 and held it in 2 quarters.
  • Centerpoint Advisors's iShares US Industrials ETF position peaked at $58K in Q2 2023.
  • 255 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2023.

Based on Centerpoint Advisors's 13F filing for Q3 2023, filed 1 Nov 2023.