DWM
IYJ icon

Darwin Wealth Management’s iShares US Industrials ETF IYJ Stock Holding History

Darwin Wealth 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
2020
Q2 		– Sell
-22
Closed -$1K – 455
2020
Q1 		$1K Buy
+22
New +$1.71K ﹤0.01% 741

Other funds holding IYJ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Darwin Wealth Management's IYJ Position: Q2 2020 in Review

Darwin Wealth Management sold out of iShares US Industrials ETF (IYJ) in Q2 2020, closing a stake of 22 shares — an estimated $1K sold.

Darwin Wealth Management first reported a position in IYJ in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 173 funds tracked by Wall St. Rank hold IYJ as of Q2 2020.

  • Darwin Wealth Management reported no remaining iShares US Industrials ETF position as of Q2 2020 after selling out during the quarter.
  • Darwin Wealth Management sold 22 iShares US Industrials ETF shares in Q2 2020, an estimated $1K.
  • Darwin Wealth Management first reported a position in iShares US Industrials ETF in Q1 2020 and held it in 1 quarter.
  • Darwin Wealth Management's iShares US Industrials ETF position peaked at $1K in Q1 2020.
  • 173 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2020.

Based on Darwin Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.