FI
IYJ icon

FormulaFolio Investments’s iShares US Industrials ETF IYJ Stock Holding History

FormulaFolio Investments’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
Q1 		– Sell
-91,677
Closed -$8.9M – 639
2020
Q4 		$8.9M Buy
+91,677
New +$8.37M 0.19% 97

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
NEIRG
New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return

FormulaFolio Investments's IYJ Position: Q1 2021 in Review

FormulaFolio Investments sold out of iShares US Industrials ETF (IYJ) in Q1 2021, closing a stake of 91,677 shares — an estimated $8.9M sold.

FormulaFolio Investments first reported a position in IYJ in Q4 2020 and held it in 1 quarter. The position peaked at $8.9M in Q4 2020. 238 funds tracked by Wall St. Rank hold IYJ as of Q1 2021.

  • FormulaFolio Investments reported no remaining iShares US Industrials ETF position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 91,677 iShares US Industrials ETF shares in Q1 2021, an estimated $8.9M.
  • FormulaFolio Investments first reported a position in iShares US Industrials ETF in Q4 2020 and held it in 1 quarter.
  • FormulaFolio Investments's iShares US Industrials ETF position peaked at $8.9M in Q4 2020.
  • 238 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.