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Money Concepts Capital’s iShares US Industrials ETF IYJ Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-624
Closed -$60.2K – 1743
2022
Q4 		$60.2K Sell
624
-100
-14% -$9.43K ﹤0.01% 1177
2022
Q3 		$61K Hold
724
– – ﹤0.01% 683
2022
Q2 		$65K Sell
724
-2,982
-80% -$286K 0.01% 659
2022
Q1 		$391K Buy
3,706
+2,770
+296% +$292K 0.02% 504
2021
Q4 		$106K Buy
+936
New +$104K 0.01% 544
2021
Q1 		$100K Sell
944
-186
-16% -$18.7K 0.01% 519
2020
Q4 		$110K Buy
+1,130
New +$103K 0.01% 460

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Money Concepts Capital's IYJ Position: Q1 2023 in Review

Money Concepts Capital sold out of iShares US Industrials ETF (IYJ) in Q1 2023, closing a stake of 624 shares — an estimated $60.2K sold.

Money Concepts Capital first reported a position in IYJ in Q4 2020 and held it in 7 quarters. The position peaked at $391K in Q1 2022. 253 funds tracked by Wall St. Rank hold IYJ as of Q1 2023.

  • Money Concepts Capital reported no remaining iShares US Industrials ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 624 iShares US Industrials ETF shares in Q1 2023, an estimated $60.2K.
  • Money Concepts Capital first reported a position in iShares US Industrials ETF in Q4 2020 and held it in 7 quarters.
  • Money Concepts Capital's iShares US Industrials ETF position peaked at $391K in Q1 2022.
  • 253 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.