MV Capital Management’s iShares US Industrials ETF IYJ Stock Holding History

MV Capital Management’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 Q1	–	Sell	-496	Closed	-$32K	–	360
2018 Q4	$32K	Hold	496	–	–	0.01%	172
2018 Q3	$39K	Hold	496	–	–	0.01%	169
2018 Q2	$36K	Hold	496	–	–	0.01%	171
2018 Q1	$36K	Hold	496	–	–	0.01%	171
2017 Q4	$37K	Hold	496	–	–	0.01%	173
2017 Q3	$34K	Hold	496	–	–	0.01%	168
2017 Q2	$33K	Hold	496	–	–	0.01%	174
2017 Q1	$31K	Buy	496 +400	+417%	+$25K	0.01%	176
2016 Q4	$6K	Hold	96	–	–	﹤0.01%	272
2016 Q3	$5K	Hold	96	–	–	﹤0.01%	271
2016 Q2	$5K	Hold	96	–	–	﹤0.01%	273
2016 Q1	$5K	Hold	96	–	–	﹤0.01%	260
2015 Q4	$5K	Hold	96	–	–	﹤0.01%	272
2015 Q3	$5K	Hold	96	–	–	﹤0.01%	265
2015 Q2	$5K	Hold	96	–	–	﹤0.01%	356
2015 Q1	$5K	Hold	96	–	–	﹤0.01%	340
2014 Q4	$5K	Buy	+96	New	+$4.99K	﹤0.01%	374

Other funds holding IYJ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FEM

Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return

MV Capital Management's IYJ Position: Q1 2019 in Review

MV Capital Management sold out of iShares US Industrials ETF (IYJ) in Q1 2019, closing a stake of 496 shares — an estimated $32K sold.

MV Capital Management first reported a position in IYJ in Q4 2014 and held it in 17 quarters. The position peaked at $39K in Q3 2018. 155 funds tracked by Wall St. Rank hold IYJ as of Q1 2019.

MV Capital Management reported no remaining iShares US Industrials ETF position as of Q1 2019 after selling out during the quarter.
MV Capital Management sold 496 iShares US Industrials ETF shares in Q1 2019, an estimated $32K.
MV Capital Management first reported a position in iShares US Industrials ETF in Q4 2014 and held it in 17 quarters.
MV Capital Management's iShares US Industrials ETF position peaked at $39K in Q3 2018.
155 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2019.

Based on MV Capital Management's 13F filing for Q1 2019, filed 2 May 2019.