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	–	496
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	–	534
2013 Q4	$24K	Buy	+470	New	+$22.4K	﹤0.01%	418

Other funds holding IYJ

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return