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Dowling & Yahnke’s iShares US Industrials ETF IYJ Stock Holding History

Dowling & Yahnke’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
Q1 		– Sell
-2,078
Closed -$174K – 351
2019
Q4 		$174K Buy
+2,078
New +$170K 0.01% 299

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Dowling & Yahnke's IYJ Position: Q1 2020 in Review

Dowling & Yahnke sold out of iShares US Industrials ETF (IYJ) in Q1 2020, closing a stake of 2,078 shares — an estimated $174K sold.

Dowling & Yahnke first reported a position in IYJ in Q4 2019 and held it in 1 quarter. The position peaked at $174K in Q4 2019. 155 funds tracked by Wall St. Rank hold IYJ as of Q1 2020.

  • Dowling & Yahnke reported no remaining iShares US Industrials ETF position as of Q1 2020 after selling out during the quarter.
  • Dowling & Yahnke sold 2,078 iShares US Industrials ETF shares in Q1 2020, an estimated $174K.
  • Dowling & Yahnke first reported a position in iShares US Industrials ETF in Q4 2019 and held it in 1 quarter.
  • Dowling & Yahnke's iShares US Industrials ETF position peaked at $174K in Q4 2019.
  • 155 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2020.

Based on Dowling & Yahnke's 13F filing for Q1 2020, filed 15 May 2020.