Certified Advisory Corp’s iShares US Industrials ETF IYJ Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-301	Closed	-$32K	–	477
2021 Q1	$32K	Buy	+301	New	+$30.2K	0.01%	416
2020 Q2	$23K	Hold	298	–	–	0.01%	416
2020 Q1	$18K	Buy	298 +2	+0.7%	+$156	0.01%	434
2019 Q4	$25K	Hold	296	–	–	0.01%	434
2019 Q3	$23K	Buy	296 +26	+10%	+$2.05K	0.01%	459
2019 Q2	$21K	Hold	270	–	–	0.01%	479
2019 Q1	$20K	Buy	270 +2	+0.7%	+$145	0.01%	453
2018 Q4	$17K	Buy	268 +2	+0.8%	+$140	0.01%	459
2018 Q3	$21K	Hold	266	–	–	0.01%	445
2018 Q2	$19K	Buy	266 +2	+0.8%	+$146	0.01%	439
2018 Q1	$19K	Hold	264	–	–	0.01%	422
2017 Q4	$19K	Buy	+264	New	+$18.8K	0.01%	380

Other funds holding IYJ

Bank of America

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return