FM
IYJ icon

Family Management’s iShares US Industrials ETF IYJ Stock Holding History

Family 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
2019
Q4 		– Sell
-750
Closed -$60K – 201
2019
Q3 		$60K Hold
750
– – 0.02% 160
2019
Q2 		$59K Buy
+750
New +$58K 0.02% 153

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
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Family Management's IYJ Position: Q4 2019 in Review

Family Management sold out of iShares US Industrials ETF (IYJ) in Q4 2019, closing a stake of 750 shares — an estimated $60K sold.

Family Management first reported a position in IYJ in Q2 2019 and held it in 2 quarters. The position peaked at $60K in Q3 2019. 190 funds tracked by Wall St. Rank hold IYJ as of Q4 2019.

  • Family Management reported no remaining iShares US Industrials ETF position as of Q4 2019 after selling out during the quarter.
  • Family Management sold 750 iShares US Industrials ETF shares in Q4 2019, an estimated $60K.
  • Family Management first reported a position in iShares US Industrials ETF in Q2 2019 and held it in 2 quarters.
  • Family Management's iShares US Industrials ETF position peaked at $60K in Q3 2019.
  • 190 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2019.

Based on Family Management's 13F filing for Q4 2019, filed 11 Feb 2020.