Financial Partners Group (Kansas)’s iShares US Industrials ETF IYJ Stock Holding History

Financial Partners Group (Kansas)’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 Q3	–	Sell	-2,638	Closed	-$232K	–	153
2022 Q2	$232K	Buy	2,638 +9	+0.3%	+$865	0.06%	129
2022 Q1	$277K	Hold	2,629	–	–	0.06%	138
2021 Q4	$282K	Buy	2,629 +25	+1%	+$2.77K	0.06%	136
2021 Q3	$279K	Buy	2,604 +120	+5%	+$13.5K	0.07%	135
2021 Q2	$276K	Hold	2,484	–	–	0.07%	128
2021 Q1	$263K	Buy	2,484 +12	+0.5%	+$1.2K	0.07%	124
2020 Q4	$243K	Sell	2,472 -50	-2%	-$4.56K	0.07%	115
2020 Q3	$211K	Buy	+2,522	New	+$205K	0.07%	112

Other funds holding IYJ

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Financial Partners Group (Kansas)'s IYJ Position: Q3 2022 in Review

Financial Partners Group (Kansas) sold out of iShares US Industrials ETF (IYJ) in Q3 2022, closing a stake of 2,638 shares — an estimated $232K sold.

Financial Partners Group (Kansas) first reported a position in IYJ in Q3 2020 and held it in 8 quarters. The position peaked at $282K in Q4 2021. 221 funds tracked by Wall St. Rank hold IYJ as of Q3 2022.

Financial Partners Group (Kansas) reported no remaining iShares US Industrials ETF position as of Q3 2022 after selling out during the quarter.
Financial Partners Group (Kansas) sold 2,638 iShares US Industrials ETF shares in Q3 2022, an estimated $232K.
Financial Partners Group (Kansas) first reported a position in iShares US Industrials ETF in Q3 2020 and held it in 8 quarters.
Financial Partners Group (Kansas)'s iShares US Industrials ETF position peaked at $282K in Q4 2021.
221 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2022.

Based on Financial Partners Group (Kansas)'s 13F filing for Q3 2022, filed 14 Nov 2022.