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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

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

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

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

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

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

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.