Nauset Wealth Management’s iShares US Industrials ETF IYJ Stock Holding History

Nauset Wealth 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
2022 Q1	$63K	Buy	+600	New	+$63.3K	0.05%	105

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Nauset Wealth Management's IYJ Position: Q1 2022 in Review

Nauset Wealth Management opened a new position in iShares US Industrials ETF (IYJ) in Q1 2022: 600 shares worth $63K. The stake represents 0.05% of the portfolio and ranks #105 among its holdings.

244 funds tracked by Wall St. Rank hold IYJ as of Q1 2022.

Nauset Wealth Management held 600 shares of iShares US Industrials ETF worth $63K as of Q1 2022.
iShares US Industrials ETF was a new Nauset Wealth Management position in Q1 2022.
iShares US Industrials ETF made up 0.05% of Nauset Wealth Management's portfolio in Q1 2022, its #105 holding.
244 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.