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IYJ icon

FDx Advisors’s iShares US Industrials ETF IYJ Stock Holding History

FDx Advisors’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
2017
Q1 		– Sell
-8,342
Closed -$503K – 1169
2016
Q4 		$503K Buy
8,342
+4,334
+108% +$254K 0.01% 766
2016
Q3 		$229K Buy
+4,008
New +$228K 0.01% 847
2014
Q4 		– Sell
-16,178
Closed -$818K – 926
2014
Q3 		$818K Sell
16,178
-188
-1% -$9.65K 0.05% 388
2014
Q2 		$848K Buy
16,366
+10,870
+198% +$554K 0.06% 385
2014
Q1 		$276K Sell
5,496
-3,654
-40% -$182K 0.02% 641
2013
Q4 		$453K Buy
9,150
+4,034
+79% +$193K 0.05% 391
2013
Q3 		$232K Buy
+5,116
New +$226K 0.03% 516

Other funds holding IYJ

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
NEIRG
New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return