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

GFS 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
2017 Q4	$913K	Buy	+12,386	New	+$884K	0.31%	32

Other funds holding IYJ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

NEIRG

New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GFS Private Wealth's IYJ Position: Q4 2017 in Review

GFS Private Wealth opened a new position in iShares US Industrials ETF (IYJ) in Q4 2017: 12,386 shares worth $913K. The stake represents 0.31% of the portfolio and ranks #32 among its holdings.

151 funds tracked by Wall St. Rank hold IYJ as of Q4 2017.

GFS Private Wealth held 12,386 shares of iShares US Industrials ETF worth $913K as of Q4 2017.
iShares US Industrials ETF was a new GFS Private Wealth position in Q4 2017.
iShares US Industrials ETF made up 0.31% of GFS Private Wealth's portfolio in Q4 2017, its #32 holding.
151 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2017.

Based on GFS Private Wealth's 13F filing for Q4 2017, filed 29 Jan 2018.