Kore Private Wealth’s iShares US Industrials ETF IYJ Stock Holding History

Kore Private Wealth’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
2021 Q4	–	Sell	-8,614	Closed	-$923K	–	395
2021 Q3	$923K	Buy	+8,614	New	+$967K	0.1%	158
2020 Q1	–	Sell	-1,562	Closed	-$131K	–	1138
2019 Q4	$131K	Buy	+1,562	New	+$127K	0.02%	317
2019 Q1	–	Sell	-3,410	Closed	-$219K	–	949
2018 Q4	$219K	Buy	+3,410	New	+$240K	0.06%	190

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NWM

NEIRG Wealth Management North Andover, Massachusetts $542M AUM 10.92% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Kore Private Wealth's IYJ Position: Q4 2021 in Review

Kore Private Wealth sold out of iShares US Industrials ETF (IYJ) in Q4 2021, closing a stake of 8,614 shares — an estimated $923K sold.

Kore Private Wealth first reported a position in IYJ in Q4 2018 and held it in 3 quarters. The position peaked at $923K in Q3 2021. 263 funds tracked by Wall St. Rank hold IYJ as of Q4 2021.

Kore Private Wealth reported no remaining iShares US Industrials ETF position as of Q4 2021 after selling out during the quarter.
Kore Private Wealth sold 8,614 iShares US Industrials ETF shares in Q4 2021, an estimated $923K.
Kore Private Wealth first reported a position in iShares US Industrials ETF in Q4 2018 and held it in 3 quarters.
Kore Private Wealth's iShares US Industrials ETF position peaked at $923K in Q3 2021.
263 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2021.

Based on Kore Private Wealth's 13F filing for Q4 2021, filed 11 Feb 2022.