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LBA Wealth Management’s iShares US Industrials ETF IYJ Stock Holding History

LBA Wealth Management’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
2017
Q1 		$259K Buy
4,110
+550
+15% +$34.4K 0.14% 92
2016
Q4 		$215K Hold
3,560
– – 0.12% 100
2016
Q3 		$204K Buy
3,560
+400
+13% +$22.7K 0.12% 109
2016
Q2 		$174K Sell
3,160
-300
-9% -$16.3K 0.1% 113
2016
Q1 		$185K Sell
3,460
-350
-9% -$17.4K 0.11% 111
2015
Q4 		$196K Sell
3,810
-350
-8% -$18.2K 0.11% 116
2015
Q3 		$201K Sell
4,160
-400
-9% -$20.4K 0.13% 106
2015
Q2 		$240K Hold
4,560
– – 0.15% 94
2015
Q1 		$246K Sell
4,560
-250
-5% -$13.4K 0.16% 93
2014
Q4 		$256K Buy
4,810
+100
+2% +$5.2K 0.17% 89
2014
Q3 		$238K Sell
4,710
-150
-3% -$7.7K 0.17% 71
2014
Q2 		$252K Buy
4,860
+300
+7% +$15.3K 0.21% 69
2014
Q1 		$229K Hold
4,560
– – 0.19% 73
2013
Q4 		$231K Buy
+4,560
New +$218K 0.19% 70

Other funds holding IYJ

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
NEIRG
New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return

LBA Wealth Management's IYJ Position: Q1 2017 in Review

LBA Wealth Management increased its iShares US Industrials ETF (IYJ) stake by 15% in Q1 2017, buying an estimated $34.4K and bringing the position to 4,110 shares worth $259K. The position accounts for 0.14% of the portfolio, ranked #92.

LBA Wealth Management first reported a position in IYJ in Q4 2013 and has held it in 14 quarters since. 128 funds tracked by Wall St. Rank hold IYJ as of Q1 2017.

  • LBA Wealth Management held 4,110 shares of iShares US Industrials ETF worth $259K as of Q1 2017.
  • LBA Wealth Management bought 550 iShares US Industrials ETF shares in Q1 2017, an estimated $34.4K.
  • iShares US Industrials ETF made up 0.14% of LBA Wealth Management's portfolio in Q1 2017, its #92 holding.
  • LBA Wealth Management first reported a position in iShares US Industrials ETF in Q4 2013 and has held it in 14 quarters since.
  • 128 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.