Choate Investment Advisors’s iShares US Industrials ETF IYJ Stock Holding History

Choate Investment 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
2022 Q4	–	Sell	-3,448	Closed	-$289K	–	336
2022 Q3	$289K	Hold	3,448	–	–	0.02%	206
2022 Q2	$304K	Hold	3,448	–	–	0.02%	212
2022 Q1	$364K	Hold	3,448	–	–	0.02%	225
2021 Q4	$389K	Hold	3,448	–	–	0.02%	206
2021 Q3	$369K	Hold	3,448	–	–	0.02%	200
2021 Q2	$383K	Hold	3,448	–	–	0.02%	197
2021 Q1	$364K	Hold	3,448	–	–	0.02%	201
2020 Q4	$335K	Hold	3,448	–	–	0.02%	193
2020 Q3	$288K	Hold	3,448	–	–	0.02%	210
2020 Q2	$260K	Sell	3,448 -1,540	-31%	-$108K	0.02%	215
2020 Q1	$310K	Hold	4,988	–	–	0.02%	193
2019 Q4	$418K	Hold	4,988	–	–	0.03%	171
2019 Q3	$396K	Hold	4,988	–	–	0.02%	172
2019 Q2	$395K	Hold	4,988	–	–	0.02%	174
2019 Q1	$379K	Hold	4,988	–	–	0.02%	180
2018 Q4	$321K	Buy	+4,988	New	+$350K	0.02%	175

Other funds holding IYJ

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Choate Investment Advisors's IYJ Position: Q4 2022 in Review

Choate Investment Advisors sold out of iShares US Industrials ETF (IYJ) in Q4 2022, closing a stake of 3,448 shares — an estimated $289K sold.

Choate Investment Advisors first reported a position in IYJ in Q4 2018 and held it in 16 quarters. The position peaked at $418K in Q4 2019. 259 funds tracked by Wall St. Rank hold IYJ as of Q4 2022.

Choate Investment Advisors reported no remaining iShares US Industrials ETF position as of Q4 2022 after selling out during the quarter.
Choate Investment Advisors sold 3,448 iShares US Industrials ETF shares in Q4 2022, an estimated $289K.
Choate Investment Advisors first reported a position in iShares US Industrials ETF in Q4 2018 and held it in 16 quarters.
Choate Investment Advisors's iShares US Industrials ETF position peaked at $418K in Q4 2019.
259 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2022.

Based on Choate Investment Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.