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

IBEX 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
2019
Q3 		– Sell
-70
Closed -$5K – 235
2019
Q2 		$5K Buy
+70
New +$5.41K ﹤0.01% 354

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

IBEX Wealth Advisors's IYJ Position: Q3 2019 in Review

IBEX Wealth Advisors sold out of iShares US Industrials ETF (IYJ) in Q3 2019, closing a stake of 70 shares — an estimated $5K sold.

IBEX Wealth Advisors first reported a position in IYJ in Q2 2019 and held it in 1 quarter. The position peaked at $5K in Q2 2019. 159 funds tracked by Wall St. Rank hold IYJ as of Q3 2019.

  • IBEX Wealth Advisors reported no remaining iShares US Industrials ETF position as of Q3 2019 after selling out during the quarter.
  • IBEX Wealth Advisors sold 70 iShares US Industrials ETF shares in Q3 2019, an estimated $5K.
  • IBEX Wealth Advisors first reported a position in iShares US Industrials ETF in Q2 2019 and held it in 1 quarter.
  • IBEX Wealth Advisors's iShares US Industrials ETF position peaked at $5K in Q2 2019.
  • 159 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2019.

Based on IBEX Wealth Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.