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Moneta Group Investment Advisors’s iShares US Industrials ETF IYJ Stock Holding History

Moneta Group Investment Advisors’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
Q2 		– Sell
-304
Closed -$22K – 520
2018
Q1 		$22K Buy
+304
New +$22.9K ﹤0.01% 394

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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Moneta Group Investment Advisors's IYJ Position: Q2 2018 in Review

Moneta Group Investment Advisors sold out of iShares US Industrials ETF (IYJ) in Q2 2018, closing a stake of 304 shares — an estimated $22K sold.

Moneta Group Investment Advisors first reported a position in IYJ in Q1 2018 and held it in 1 quarter. The position peaked at $22K in Q1 2018. 146 funds tracked by Wall St. Rank hold IYJ as of Q2 2018.

  • Moneta Group Investment Advisors reported no remaining iShares US Industrials ETF position as of Q2 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 304 iShares US Industrials ETF shares in Q2 2018, an estimated $22K.
  • Moneta Group Investment Advisors first reported a position in iShares US Industrials ETF in Q1 2018 and held it in 1 quarter.
  • Moneta Group Investment Advisors's iShares US Industrials ETF position peaked at $22K in Q1 2018.
  • 146 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.