Demars Financial Group’s iShares US Industrials ETF IYJ Stock Holding History

Demars Financial Group’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 Q1	–	Sell	-8,532	Closed	-$962K	–	95
2021 Q4	$962K	Buy	8,532 +190	+2%	+$21.1K	0.51%	44
2021 Q3	$894K	Buy	8,342 +64	+0.8%	+$7.18K	0.53%	44
2021 Q2	$920K	Buy	8,278 +314	+4%	+$34.6K	0.55%	37
2021 Q1	$842K	Sell	7,964 -104	-1%	-$10.4K	0.57%	38
2020 Q4	$783K	Sell	8,068 -9,806	-55%	-$895K	0.55%	43
2020 Q3	$1.49M	Buy	17,874 +230	+1%	+$18.7K	1.14%	27
2020 Q2	$1.33M	Buy	+17,644	New	+$1.24M	1.1%	29

Other funds holding IYJ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Demars Financial Group's IYJ Position: Q1 2022 in Review

Demars Financial Group sold out of iShares US Industrials ETF (IYJ) in Q1 2022, closing a stake of 8,532 shares — an estimated $962K sold.

Demars Financial Group first reported a position in IYJ in Q2 2020 and held it in 7 quarters. The position peaked at $1.49M in Q3 2020. 244 funds tracked by Wall St. Rank hold IYJ as of Q1 2022.

Demars Financial Group reported no remaining iShares US Industrials ETF position as of Q1 2022 after selling out during the quarter.
Demars Financial Group sold 8,532 iShares US Industrials ETF shares in Q1 2022, an estimated $962K.
Demars Financial Group first reported a position in iShares US Industrials ETF in Q2 2020 and held it in 7 quarters.
Demars Financial Group's iShares US Industrials ETF position peaked at $1.49M in Q3 2020.
244 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2022.

Based on Demars Financial Group's 13F filing for Q1 2022, filed 27 Apr 2022.