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

Country Trust 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
2023
Q1 		– Sell
-1
Closed -$96 – 304
2022
Q4 		$96 Hold
1
– – ﹤0.01% 309
2022
Q3 		$0 Buy
+1
New +$94 ﹤0.01% 378

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 22.9% 1-Year Est. Return

Country Trust Bank's IYJ Position: Q1 2023 in Review

Country Trust Bank sold out of iShares US Industrials ETF (IYJ) in Q1 2023, closing a stake of 1 share — an estimated $96 sold.

Country Trust Bank first reported a position in IYJ in Q3 2022 and held it in 2 quarters. The position peaked at $96 in Q4 2022. 253 funds tracked by Wall St. Rank hold IYJ as of Q1 2023.

  • Country Trust Bank reported no remaining iShares US Industrials ETF position as of Q1 2023 after selling out during the quarter.
  • Country Trust Bank sold 1 iShares US Industrials ETF share in Q1 2023, an estimated $96.
  • Country Trust Bank first reported a position in iShares US Industrials ETF in Q3 2022 and held it in 2 quarters.
  • Country Trust Bank's iShares US Industrials ETF position peaked at $96 in Q4 2022.
  • 253 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2023.

Based on Country Trust Bank's 13F filing for Q1 2023, filed 13 Apr 2023.