Financial Architects (New Jersey)’s iShares US Industrials ETF IYJ Stock Holding History

Financial Architects (New Jersey)’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
2015 Q3	–	Sell	-7,868	Closed	-$414K	–	567
2015 Q2	$414K	Sell	7,868 -2,000	-20%	-$109K	0.15%	120
2015 Q1	$532K	Hold	9,868	–	–	0.21%	91
2014 Q4	$526K	Sell	9,868 -10	-0.1%	-$520	0.23%	92
2014 Q3	$499K	Buy	9,878 +854	+9%	+$43.9K	0.24%	91
2014 Q2	$467K	Buy	9,024 +856	+10%	+$43.6K	0.23%	93
2014 Q1	$411K	Buy	+8,168	New	+$406K	0.25%	94
2013 Q4	–	Sell	-2,970	Closed	-$135K	–	359
2013 Q3	$135K	Hold	2,970	–	–	0.09%	155
2013 Q2	$123K	Buy	+2,970	New	+$123K	0.09%	149

Other funds holding IYJ

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

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

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

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

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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

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

BIM

BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

Financial Architects (New Jersey)'s IYJ Position: Q3 2015 in Review

Financial Architects (New Jersey) sold out of iShares US Industrials ETF (IYJ) in Q3 2015, closing a stake of 7,868 shares — an estimated $414K sold.

Financial Architects (New Jersey) first reported a position in IYJ in Q2 2013 and held it in 8 quarters. The position peaked at $532K in Q1 2015. 91 funds tracked by Wall St. Rank hold IYJ as of Q3 2015.

Financial Architects (New Jersey) reported no remaining iShares US Industrials ETF position as of Q3 2015 after selling out during the quarter.
Financial Architects (New Jersey) sold 7,868 iShares US Industrials ETF shares in Q3 2015, an estimated $414K.
Financial Architects (New Jersey) first reported a position in iShares US Industrials ETF in Q2 2013 and held it in 8 quarters.
Financial Architects (New Jersey)'s iShares US Industrials ETF position peaked at $532K in Q1 2015.
91 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2015.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2015, filed 13 Nov 2015.