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

Maltin 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
2020
Q1 		– Sell
-30
Closed -$3K – 103
2019
Q4 		$3K Buy
+30
New +$2.45K ﹤0.01% 114

Other funds holding IYJ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Maltin Wealth Management's IYJ Position: Q1 2020 in Review

Maltin Wealth Management sold out of iShares US Industrials ETF (IYJ) in Q1 2020, closing a stake of 30 shares — an estimated $3K sold.

Maltin Wealth Management first reported a position in IYJ in Q4 2019 and held it in 1 quarter. The position peaked at $3K in Q4 2019. 155 funds tracked by Wall St. Rank hold IYJ as of Q1 2020.

  • Maltin Wealth Management reported no remaining iShares US Industrials ETF position as of Q1 2020 after selling out during the quarter.
  • Maltin Wealth Management sold 30 iShares US Industrials ETF shares in Q1 2020, an estimated $3K.
  • Maltin Wealth Management first reported a position in iShares US Industrials ETF in Q4 2019 and held it in 1 quarter.
  • Maltin Wealth Management's iShares US Industrials ETF position peaked at $3K in Q4 2019.
  • 155 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2020.

Based on Maltin Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.