JIC
IYJ icon

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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 $7.32B AUM 26.67% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return