Jess S. Morgan & Co’s iShares US Industrials ETF IYJ Stock Holding History

Jess S. Morgan & Co’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	$3.37M	Buy	40,264 +112	+0.3%	+$10.5K	2.93%	17
2022 Q2	$3.54M	Sell	40,152 -872	-2%	-$83.8K	3.67%	11
2022 Q1	$4.33M	Sell	41,024 -2,967	-7%	-$313K	3.15%	11
2021 Q4	$4.96M	Buy	43,991 +121	+0.3%	+$13.4K	3.05%	11
2021 Q3	$4.7M	Buy	43,870 +1,270	+3%	+$143K	3.1%	7
2021 Q2	$4.73M	Buy	42,600 +158	+0.4%	+$17.4K	3.11%	7
2021 Q1	$4.49M	Buy	42,442 +1,642	+4%	+$165K	3.14%	6
2020 Q4	$3.96M	Buy	40,800 +2,934	+8%	+$268K	3.16%	9
2020 Q3	$3.17M	Sell	37,866 -1,744	-4%	-$142K	3.16%	9
2020 Q2	$2.99M	Sell	39,610 -2,832	-7%	-$198K	3.24%	8
2020 Q1	$2.64M	Buy	42,442 +6,968	+20%	+$543K	3.43%	10
2019 Q4	$2.97M	Buy	+35,474	New	+$2.89M	2.92%	14

Other funds holding IYJ

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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 $81.2B AUM 27.81% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jess S. Morgan & Co's IYJ Position: Q3 2022 in Review

Jess S. Morgan & Co increased its iShares US Industrials ETF (IYJ) stake by 0.28% in Q3 2022, buying an estimated $10.5K and bringing the position to 40,264 shares worth $3.37M. The position accounts for 2.93% of the portfolio, ranked #17.

Jess S. Morgan & Co first reported a position in IYJ in Q4 2019 and has held it in 12 quarters since. The position peaked at $4.96M in Q4 2021. 221 funds tracked by Wall St. Rank hold IYJ as of Q3 2022.

Jess S. Morgan & Co held 40,264 shares of iShares US Industrials ETF worth $3.37M as of Q3 2022.
Jess S. Morgan & Co bought 112 iShares US Industrials ETF shares in Q3 2022, an estimated $10.5K.
iShares US Industrials ETF made up 2.93% of Jess S. Morgan & Co's portfolio in Q3 2022, its #17 holding.
Jess S. Morgan & Co first reported a position in iShares US Industrials ETF in Q4 2019 and has held it in 12 quarters since.
Jess S. Morgan & Co's iShares US Industrials ETF position peaked at $4.96M in Q4 2021.
221 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2022.

Based on Jess S. Morgan & Co's 13F filing for Q3 2022, filed 21 Oct 2022.