MBT
IYJ icon

Monroe Bank & Trust’s iShares US Industrials ETF IYJ Stock Holding History

Monroe Bank & Trust’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
2019
Q2 		$356K Sell
4,504
-108
-2% -$8.35K 0.12% 86
2019
Q1 		$350K Buy
4,612
+258
+6% +$18.7K 0.11% 86
2018
Q4 		$280K Sell
4,354
-440
-9% -$30.9K 0.09% 87
2018
Q3 		$374K Buy
4,794
+48
+1% +$3.65K 0.12% 84
2018
Q2 		$341K Sell
4,746
-708
-13% -$51.8K 0.11% 88
2018
Q1 		$395K Sell
5,454
-98
-2% -$7.37K 0.13% 84
2017
Q4 		$409K Sell
5,552
-12
-0.2% -$857 0.13% 86
2017
Q3 		$385K Sell
5,564
-356
-6% -$23.8K 0.13% 89
2017
Q2 		$389K Sell
5,920
-20
-0.3% -$1.29K 0.13% 88
2017
Q1 		$374K Sell
5,940
-450
-7% -$28.1K 0.12% 93
2016
Q4 		$386K Sell
6,390
-526
-8% -$30.8K 0.13% 90
2016
Q3 		$387K Sell
6,916
-280
-4% -$15.9K 0.14% 91
2016
Q2 		$396K Sell
7,196
-30
-0.4% -$1.63K 0.14% 94
2016
Q1 		$387K Buy
7,226
+580
+9% +$28.8K 0.13% 101
2015
Q4 		$342K Sell
6,646
-710
-10% -$36.9K 0.12% 109
2015
Q3 		$354K Sell
7,356
-216
-3% -$11K 0.13% 106
2015
Q2 		$398K Sell
7,572
-342
-4% -$18.6K 0.14% 102
2015
Q1 		$427K Sell
7,914
-1,416
-15% -$75.9K 0.15% 101
2014
Q4 		$497K Buy
9,330
+200
+2% +$10.4K 0.17% 102
2014
Q3 		$462K Sell
9,130
-2,334
-20% -$120K 0.17% 101
2014
Q2 		$594K Sell
11,464
-150
-1% -$7.65K 0.2% 92
2014
Q1 		$585K Sell
11,614
-162
-1% -$8.06K 0.2% 93
2013
Q4 		$597K Sell
11,776
-7,414
-39% -$354K 0.23% 87
2013
Q3 		$869K Sell
19,190
-2,160
-10% -$95.3K 0.36% 69
2013
Q2 		$885K Buy
+21,350
New +$883K 0.39% 67

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
Citigroup
Citigroup New York $303B AUM 53.02% 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
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Monroe Bank & Trust's IYJ Position: Q2 2019 in Review

Monroe Bank & Trust reduced its iShares US Industrials ETF (IYJ) stake by 2.3% in Q2 2019, selling an estimated $8.35K and leaving 4,504 shares worth $356K. The position accounts for 0.12% of the portfolio, ranked #86.

Monroe Bank & Trust first reported a position in IYJ in Q2 2013 and has held it in 25 quarters since. The position peaked at $885K in Q2 2013. 162 funds tracked by Wall St. Rank hold IYJ as of Q2 2019.

  • Monroe Bank & Trust held 4,504 shares of iShares US Industrials ETF worth $356K as of Q2 2019.
  • Monroe Bank & Trust sold 108 iShares US Industrials ETF shares in Q2 2019, an estimated $8.35K.
  • iShares US Industrials ETF made up 0.12% of Monroe Bank & Trust's portfolio in Q2 2019, its #86 holding.
  • Monroe Bank & Trust first reported a position in iShares US Industrials ETF in Q2 2013 and has held it in 25 quarters since.
  • Monroe Bank & Trust's iShares US Industrials ETF position peaked at $885K in Q2 2013.
  • 162 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2019.

Based on Monroe Bank & Trust's 13F filing for Q2 2019, filed 29 Jul 2019.