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Financial Freedom LLC’s iShares US Industrials ETF IYJ Stock Holding History

Financial Freedom LLC’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
2023
Q1 		– Sell
-1,713
Closed -$165K – 412
2022
Q4 		$165K Buy
+1,713
New +$162K 0.11% 88

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Bank of America
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Freedom LLC's IYJ Position: Q1 2023 in Review

Financial Freedom LLC sold out of iShares US Industrials ETF (IYJ) in Q1 2023, closing a stake of 1,713 shares — an estimated $165K sold.

Financial Freedom LLC first reported a position in IYJ in Q4 2022 and held it in 1 quarter. The position peaked at $165K in Q4 2022. 253 funds tracked by Wall St. Rank hold IYJ as of Q1 2023.

  • Financial Freedom LLC reported no remaining iShares US Industrials ETF position as of Q1 2023 after selling out during the quarter.
  • Financial Freedom LLC sold 1,713 iShares US Industrials ETF shares in Q1 2023, an estimated $165K.
  • Financial Freedom LLC first reported a position in iShares US Industrials ETF in Q4 2022 and held it in 1 quarter.
  • Financial Freedom LLC's iShares US Industrials ETF position peaked at $165K in Q4 2022.
  • 253 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2023.

Based on Financial Freedom LLC's 13F filing for Q1 2023, filed 1 May 2023.