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Flagship Private Wealth’s iShares US Industrials ETF IYJ Stock Holding History

Flagship Private Wealth’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
2021
Q3 		– Sell
-565
Closed -$63.5K – 183
2021
Q2 		$63.5K Hold
565
– – 0.05% 125
2021
Q1 		$60.9K Hold
565
– – 0.05% 114
2020
Q4 		$53K Buy
+565
New +$51.6K 0.05% 115

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NEIRG
New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Flagship Private Wealth's IYJ Position: Q3 2021 in Review

Flagship Private Wealth sold out of iShares US Industrials ETF (IYJ) in Q3 2021, closing a stake of 565 shares — an estimated $63.5K sold.

Flagship Private Wealth first reported a position in IYJ in Q4 2020 and held it in 3 quarters. The position peaked at $63.5K in Q2 2021. 238 funds tracked by Wall St. Rank hold IYJ as of Q3 2021.

  • Flagship Private Wealth reported no remaining iShares US Industrials ETF position as of Q3 2021 after selling out during the quarter.
  • Flagship Private Wealth sold 565 iShares US Industrials ETF shares in Q3 2021, an estimated $63.5K.
  • Flagship Private Wealth first reported a position in iShares US Industrials ETF in Q4 2020 and held it in 3 quarters.
  • Flagship Private Wealth's iShares US Industrials ETF position peaked at $63.5K in Q2 2021.
  • 238 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2021.

Based on Flagship Private Wealth's 13F filing for Q3 2021, filed 20 Oct 2021.