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Narus Financial Partners’s iShares US Industrials ETF IYJ Stock Holding History

Narus Financial Partners’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
2017
Q3 		$333K Hold
4,804
– – 0.29% 52
2017
Q2 		$316K Hold
4,804
– – 0.29% 48
2017
Q1 		$302K Hold
4,804
– – 0.29% 46
2016
Q4 		$290K Buy
+4,804
New +$281K 0.31% 48

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NEIRG
New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 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

Narus Financial Partners's IYJ Position: Q3 2017 in Review

Narus Financial Partners held its iShares US Industrials ETF (IYJ) position steady in Q3 2017 at 4,804 shares worth $333K. The position accounts for 0.29% of the portfolio, ranked #52.

Narus Financial Partners first reported a position in IYJ in Q4 2016 and has held it in 4 quarters since. 128 funds tracked by Wall St. Rank hold IYJ as of Q3 2017.

  • Narus Financial Partners held 4,804 shares of iShares US Industrials ETF worth $333K as of Q3 2017.
  • Narus Financial Partners left its iShares US Industrials ETF share count unchanged in Q3 2017.
  • iShares US Industrials ETF made up 0.29% of Narus Financial Partners's portfolio in Q3 2017, its #52 holding.
  • Narus Financial Partners first reported a position in iShares US Industrials ETF in Q4 2016 and has held it in 4 quarters since.
  • 128 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2017.

Based on Narus Financial Partners's 13F filing for Q3 2017, filed 15 Nov 2017.