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Country Club Bank’s iShares US Industrials ETF IYJ Stock Holding History

Country Club Bank’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
-2,650
Closed -$235K – 273
2022
Q2 		$235K Hold
2,650
– – 0.02% 246
2022
Q1 		$284K Buy
+2,650
New +$280K 0.02% 230

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 $424B AUM 22.96% 1-Year Est. Return

Country Club Bank's IYJ Position: Q3 2022 in Review

Country Club Bank sold out of iShares US Industrials ETF (IYJ) in Q3 2022, closing a stake of 2,650 shares — an estimated $235K sold.

Country Club Bank first reported a position in IYJ in Q1 2022 and held it in 2 quarters. The position peaked at $284K in Q1 2022. 221 funds tracked by Wall St. Rank hold IYJ as of Q3 2022.

  • Country Club Bank reported no remaining iShares US Industrials ETF position as of Q3 2022 after selling out during the quarter.
  • Country Club Bank sold 2,650 iShares US Industrials ETF shares in Q3 2022, an estimated $235K.
  • Country Club Bank first reported a position in iShares US Industrials ETF in Q1 2022 and held it in 2 quarters.
  • Country Club Bank's iShares US Industrials ETF position peaked at $284K in Q1 2022.
  • 221 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2022.

Based on Country Club Bank's 13F filing for Q3 2022, filed 31 Oct 2022.