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Consolidated Capital Management’s iShares US Industrials ETF IYJ Stock Holding History

Consolidated Capital Management’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
Q3 		– Sell
-20,712
Closed -$1.82M – 63
2022
Q2 		$1.82M Buy
+20,712
New +$1.99M 1.09% 30
2019
Q1 		– Sell
-11,676
Closed -$750K – 42
2018
Q4 		$750K Buy
+11,676
New +$820K 0.61% 29

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Consolidated Capital Management's IYJ Position: Q3 2022 in Review

Consolidated Capital Management sold out of iShares US Industrials ETF (IYJ) in Q3 2022, closing a stake of 20,712 shares — an estimated $1.82M sold.

Consolidated Capital Management first reported a position in IYJ in Q4 2018 and held it in 2 quarters. The position peaked at $1.82M in Q2 2022. 221 funds tracked by Wall St. Rank hold IYJ as of Q3 2022.

  • Consolidated Capital Management reported no remaining iShares US Industrials ETF position as of Q3 2022 after selling out during the quarter.
  • Consolidated Capital Management sold 20,712 iShares US Industrials ETF shares in Q3 2022, an estimated $1.82M.
  • Consolidated Capital Management first reported a position in iShares US Industrials ETF in Q4 2018 and held it in 2 quarters.
  • Consolidated Capital Management's iShares US Industrials ETF position peaked at $1.82M in Q2 2022.
  • 221 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2022.

Based on Consolidated Capital Management's 13F filing for Q3 2022, filed 19 Oct 2022.