HIS
IYJ icon

Harvest Investment Services’s iShares US Industrials ETF IYJ Stock Holding History

Harvest Investment Services’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
2020
Q1 		– Sell
-5,462
Closed -$457K – 134
2019
Q4 		$457K Buy
+5,462
New +$446K 0.24% 68

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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 $8.38B AUM 25.07% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Harvest Investment Services's IYJ Position: Q1 2020 in Review

Harvest Investment Services sold out of iShares US Industrials ETF (IYJ) in Q1 2020, closing a stake of 5,462 shares — an estimated $457K sold.

Harvest Investment Services first reported a position in IYJ in Q4 2019 and held it in 1 quarter. The position peaked at $457K in Q4 2019. 155 funds tracked by Wall St. Rank hold IYJ as of Q1 2020.

  • Harvest Investment Services reported no remaining iShares US Industrials ETF position as of Q1 2020 after selling out during the quarter.
  • Harvest Investment Services sold 5,462 iShares US Industrials ETF shares in Q1 2020, an estimated $457K.
  • Harvest Investment Services first reported a position in iShares US Industrials ETF in Q4 2019 and held it in 1 quarter.
  • Harvest Investment Services's iShares US Industrials ETF position peaked at $457K in Q4 2019.
  • 155 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2020.

Based on Harvest Investment Services's 13F filing for Q1 2020, filed 21 Apr 2020.