GP
IYJ icon

Girard Partners’s iShares US Industrials ETF IYJ Stock Holding History

Girard Partners’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
2019
Q1 		– Sell
-6,562
Closed -$421K – 238
2018
Q4 		$421K Buy
6,562
+5,940
+955% +$417K 0.09% 158
2018
Q3 		$48K Buy
+622
New +$47.3K 0.01% 456
2018
Q1 		– Sell
-4,948
Closed -$365K – 277
2017
Q4 		$365K Sell
4,948
-370
-7% -$26.4K 0.07% 199
2017
Q3 		$368K Buy
+5,318
New +$356K 0.08% 185

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return

Girard Partners's IYJ Position: Q1 2019 in Review

Girard Partners sold out of iShares US Industrials ETF (IYJ) in Q1 2019, closing a stake of 6,562 shares — an estimated $421K sold.

Girard Partners first reported a position in IYJ in Q3 2017 and held it in 4 quarters. The position peaked at $421K in Q4 2018. 155 funds tracked by Wall St. Rank hold IYJ as of Q1 2019.

  • Girard Partners reported no remaining iShares US Industrials ETF position as of Q1 2019 after selling out during the quarter.
  • Girard Partners sold 6,562 iShares US Industrials ETF shares in Q1 2019, an estimated $421K.
  • Girard Partners first reported a position in iShares US Industrials ETF in Q3 2017 and held it in 4 quarters.
  • Girard Partners's iShares US Industrials ETF position peaked at $421K in Q4 2018.
  • 155 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2019.

Based on Girard Partners's 13F filing for Q1 2019, filed 8 May 2019.