Meitav Investment House
IYJ icon

Meitav Investment House’s iShares US Industrials ETF IYJ Stock Holding History

Meitav Investment House’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
2023
Q3 		– Sell
-170
Closed -$18K – 436
2023
Q2 		$18K Buy
+170
New +$17K ﹤0.01% 505

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Meitav Investment House's IYJ Position: Q3 2023 in Review

Meitav Investment House sold out of iShares US Industrials ETF (IYJ) in Q3 2023, closing a stake of 170 shares — an estimated $18K sold.

Meitav Investment House first reported a position in IYJ in Q2 2023 and held it in 1 quarter. The position peaked at $18K in Q2 2023. 255 funds tracked by Wall St. Rank hold IYJ as of Q3 2023.

  • Meitav Investment House reported no remaining iShares US Industrials ETF position as of Q3 2023 after selling out during the quarter.
  • Meitav Investment House sold 170 iShares US Industrials ETF shares in Q3 2023, an estimated $18K.
  • Meitav Investment House first reported a position in iShares US Industrials ETF in Q2 2023 and held it in 1 quarter.
  • Meitav Investment House's iShares US Industrials ETF position peaked at $18K in Q2 2023.
  • 255 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2023.

Based on Meitav Investment House's 13F filing for Q3 2023, filed 30 Oct 2023.