MCC
IYJ icon

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 – 1745
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 $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.21B AUM 26.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return