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

NEIRG 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
Q2 		– Sell
-83,210
Closed -$8.77M – 148
2022
Q1 		$8.77M Sell
83,210
-92,987
-53% -$9.81M 1.72% 21
2021
Q4 		$19.9M Buy
+176,197
New +$19.5M 3.81% 6

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

NEIRG Wealth Management's IYJ Position: Q2 2022 in Review

NEIRG Wealth Management sold out of iShares US Industrials ETF (IYJ) in Q2 2022, closing a stake of 83,210 shares — an estimated $8.77M sold.

NEIRG Wealth Management first reported a position in IYJ in Q4 2021 and held it in 2 quarters. The position peaked at $19.9M in Q4 2021. 228 funds tracked by Wall St. Rank hold IYJ as of Q2 2022.

  • NEIRG Wealth Management reported no remaining iShares US Industrials ETF position as of Q2 2022 after selling out during the quarter.
  • NEIRG Wealth Management sold 83,210 iShares US Industrials ETF shares in Q2 2022, an estimated $8.77M.
  • NEIRG Wealth Management first reported a position in iShares US Industrials ETF in Q4 2021 and held it in 2 quarters.
  • NEIRG Wealth Management's iShares US Industrials ETF position peaked at $19.9M in Q4 2021.
  • 228 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2022.

Based on NEIRG Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.