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Continuum Advisory’s iShares US Industrials ETF IYJ Stock Holding History

Continuum Advisory’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
Q1 		– Sell
-3,635
Closed -$351K – 437
2022
Q4 		$351K Buy
+3,635
New +$343K 0.06% 318

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Continuum Advisory's IYJ Position: Q1 2023 in Review

Continuum Advisory sold out of iShares US Industrials ETF (IYJ) in Q1 2023, closing a stake of 3,635 shares — an estimated $351K sold.

Continuum Advisory first reported a position in IYJ in Q4 2022 and held it in 1 quarter. The position peaked at $351K in Q4 2022. 253 funds tracked by Wall St. Rank hold IYJ as of Q1 2023.

  • Continuum Advisory reported no remaining iShares US Industrials ETF position as of Q1 2023 after selling out during the quarter.
  • Continuum Advisory sold 3,635 iShares US Industrials ETF shares in Q1 2023, an estimated $351K.
  • Continuum Advisory first reported a position in iShares US Industrials ETF in Q4 2022 and held it in 1 quarter.
  • Continuum Advisory's iShares US Industrials ETF position peaked at $351K in Q4 2022.
  • 253 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2023.

Based on Continuum Advisory's 13F filing for Q1 2023, filed 12 May 2023.