Heritage Wealth Advisors’s iShares US Industrials ETF IYJ Stock Holding History

Heritage Wealth Advisors’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
2022 Q3	–	Sell	-1,050	Closed	-$93K	–	554
2022 Q2	$93K	Hold	1,050	–	–	0.01%	268
2022 Q1	$111K	Hold	1,050	–	–	0.01%	245
2021 Q4	$118K	Hold	1,050	–	–	0.01%	249
2021 Q3	$113K	Hold	1,050	–	–	0.01%	239
2021 Q2	$117K	Hold	1,050	–	–	0.01%	246
2021 Q1	$111K	Hold	1,050	–	–	0.01%	254
2020 Q4	$102K	Hold	1,050	–	–	0.01%	258
2020 Q3	$87.8K	Buy	1,050 +850	+425%	+$69.1K	0.01%	219
2020 Q2	$15.1K	Sell	200 -2,670	-93%	-$187K	﹤0.01%	357
2020 Q1	$178K	Sell	2,870 -130	-4%	-$10.1K	0.03%	142
2019 Q4	$251K	Hold	3,000	–	–	0.03%	142
2019 Q3	$238K	Sell	3,000 -800	-21%	-$63K	0.04%	141
2019 Q2	$301K	Hold	3,800	–	–	0.05%	119
2019 Q1	$288K	Hold	3,800	–	–	0.05%	111
2018 Q4	$244K	Buy	+3,800	New	+$267K	0.05%	112

Other funds holding IYJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Heritage Wealth Advisors's IYJ Position: Q3 2022 in Review

Heritage Wealth Advisors sold out of iShares US Industrials ETF (IYJ) in Q3 2022, closing a stake of 1,050 shares — an estimated $93K sold.

Heritage Wealth Advisors first reported a position in IYJ in Q4 2018 and held it in 15 quarters. The position peaked at $301K in Q2 2019. 221 funds tracked by Wall St. Rank hold IYJ as of Q3 2022.

Heritage Wealth Advisors reported no remaining iShares US Industrials ETF position as of Q3 2022 after selling out during the quarter.
Heritage Wealth Advisors sold 1,050 iShares US Industrials ETF shares in Q3 2022, an estimated $93K.
Heritage Wealth Advisors first reported a position in iShares US Industrials ETF in Q4 2018 and held it in 15 quarters.
Heritage Wealth Advisors's iShares US Industrials ETF position peaked at $301K in Q2 2019.
221 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2022.

Based on Heritage Wealth Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.