EdgeRock Capital’s iShares US Industrials ETF IYJ Stock Holding History

EdgeRock Capital’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 Q4	–	Sell	-272	Closed	-$23K	–	222
2022 Q3	$23K	Buy	+272	New	+$25.5K	0.01%	152

Other funds holding IYJ

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

EdgeRock Capital's IYJ Position: Q4 2022 in Review

EdgeRock Capital sold out of iShares US Industrials ETF (IYJ) in Q4 2022, closing a stake of 272 shares — an estimated $23K sold.

EdgeRock Capital first reported a position in IYJ in Q3 2022 and held it in 1 quarter. The position peaked at $23K in Q3 2022. 259 funds tracked by Wall St. Rank hold IYJ as of Q4 2022.

EdgeRock Capital reported no remaining iShares US Industrials ETF position as of Q4 2022 after selling out during the quarter.
EdgeRock Capital sold 272 iShares US Industrials ETF shares in Q4 2022, an estimated $23K.
EdgeRock Capital first reported a position in iShares US Industrials ETF in Q3 2022 and held it in 1 quarter.
EdgeRock Capital's iShares US Industrials ETF position peaked at $23K in Q3 2022.
259 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2022.

Based on EdgeRock Capital's 13F filing for Q4 2022, filed 14 Feb 2023.