JIR
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James Investment Research’s iShares US Industrials ETF IYJ Stock Holding History

James Investment Research’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
Q3 		– Sell
-500
Closed -$38K – 495
2020
Q2 		$38K Hold
500
– – ﹤0.01% 352
2020
Q1 		$31K Sell
500
-100
-17% -$7.79K ﹤0.01% 344
2019
Q4 		$50K Hold
600
– – ﹤0.01% 388
2019
Q3 		$48K Hold
600
– – ﹤0.01% 427
2019
Q2 		$47K Buy
+600
New +$46.4K ﹤0.01% 510
2014
Q1 		– Sell
-470
Closed -$24K – 533
2013
Q4 		$24K Buy
+470
New +$22.4K ﹤0.01% 418

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

James Investment Research's IYJ Position: Q3 2020 in Review

James Investment Research sold out of iShares US Industrials ETF (IYJ) in Q3 2020, closing a stake of 500 shares — an estimated $38K sold.

James Investment Research first reported a position in IYJ in Q4 2013 and held it in 6 quarters. The position peaked at $50K in Q4 2019. 180 funds tracked by Wall St. Rank hold IYJ as of Q3 2020.

  • James Investment Research reported no remaining iShares US Industrials ETF position as of Q3 2020 after selling out during the quarter.
  • James Investment Research sold 500 iShares US Industrials ETF shares in Q3 2020, an estimated $38K.
  • James Investment Research first reported a position in iShares US Industrials ETF in Q4 2013 and held it in 6 quarters.
  • James Investment Research's iShares US Industrials ETF position peaked at $50K in Q4 2019.
  • 180 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2020.

Based on James Investment Research's 13F filing for Q3 2020, filed 23 Oct 2020.