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	–	476
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Certified Advisory Corp's IYJ Position: Q2 2021 in Review

Certified Advisory Corp sold out of iShares US Industrials ETF (IYJ) in Q2 2021, closing a stake of 301 shares — an estimated $32K sold.

Certified Advisory Corp first reported a position in IYJ in Q4 2017 and held it in 12 quarters. The position peaked at $32K in Q1 2021. 245 funds tracked by Wall St. Rank hold IYJ as of Q2 2021.

Certified Advisory Corp reported no remaining iShares US Industrials ETF position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 301 iShares US Industrials ETF shares in Q2 2021, an estimated $32K.
Certified Advisory Corp first reported a position in iShares US Industrials ETF in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's iShares US Industrials ETF position peaked at $32K in Q1 2021.
245 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.