Joel Isaacson & Co’s iShares US Industrials ETF IYJ Stock Holding History

Joel Isaacson & 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
2018 Q4	–	Sell	-12,000	Closed	-$937K	–	238
2018 Q3	$937K	Buy	12,000 +4,000	+50%	+$304K	0.15%	73
2018 Q2	$575K	Hold	8,000	–	–	0.1%	106
2018 Q1	$580K	Hold	8,000	–	–	0.1%	102
2017 Q4	$590K	Buy	8,000 +2,000	+33%	+$143K	0.1%	99
2017 Q3	$416K	Hold	6,000	–	–	0.08%	123
2017 Q2	$395K	Buy	6,000 +2,400	+67%	+$155K	0.07%	117
2017 Q1	$227K	Buy	3,600 +1,200	+50%	+$75K	0.04%	158
2016 Q4	$145K	Buy	+2,400	New	+$140K	0.03%	180

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

Citigroup New York $303B AUM 53.02% 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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Joel Isaacson & Co's IYJ Position: Q4 2018 in Review

Joel Isaacson & Co sold out of iShares US Industrials ETF (IYJ) in Q4 2018, closing a stake of 12,000 shares — an estimated $937K sold.

Joel Isaacson & Co first reported a position in IYJ in Q4 2016 and held it in 8 quarters. The position peaked at $937K in Q3 2018. 153 funds tracked by Wall St. Rank hold IYJ as of Q4 2018.

Joel Isaacson & Co reported no remaining iShares US Industrials ETF position as of Q4 2018 after selling out during the quarter.
Joel Isaacson & Co sold 12,000 iShares US Industrials ETF shares in Q4 2018, an estimated $937K.
Joel Isaacson & Co first reported a position in iShares US Industrials ETF in Q4 2016 and held it in 8 quarters.
Joel Isaacson & Co's iShares US Industrials ETF position peaked at $937K in Q3 2018.
153 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2018.

Based on Joel Isaacson & Co's 13F filing for Q4 2018, filed 18 Jan 2019.