New England Investment & Retirement Group’s iShares US Industrials ETF IYJ Stock Holding History

New England Investment & Retirement Group’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
2021 Q3	$19.2M	Sell	178,752 -2,225	-1%	-$250K	4.41%	5
2021 Q2	$20.1M	Buy	180,977 +4,646	+3%	+$513K	4.37%	5
2021 Q1	$18.6M	Buy	176,331 +7,871	+5%	+$790K	4.5%	7
2020 Q4	$16.4M	Buy	168,460 +83,894	+99%	+$7.66M	3.81%	9
2020 Q3	$7.07M	Buy	+84,566	New	+$6.88M	1.78%	17
2018 Q2	–	Sell	-181,046	Closed	-$13.1M	–	54
2018 Q1	$13.1M	Buy	181,046 +274	+0.2%	+$20.6K	7.19%	3
2017 Q4	$13.3M	Buy	180,772 +1,356	+0.8%	+$96.8K	7.01%	3
2017 Q3	$12.4M	Sell	179,416 -778	-0.4%	-$52K	6.9%	3
2017 Q2	$11.8M	Buy	180,194 +4,540	+3%	+$293K	6.84%	3
2017 Q1	$11.1M	Buy	+175,654	New	+$11M	6.11%	5

Other funds holding IYJ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

New England Investment & Retirement Group's IYJ Position: Q3 2021 in Review

New England Investment & Retirement Group reduced its iShares US Industrials ETF (IYJ) stake by 1.2% in Q3 2021, selling an estimated $250K and leaving 178,752 shares worth $19.2M. The position accounts for 4.41% of the portfolio, ranked #5.

New England Investment & Retirement Group first reported a position in IYJ in Q1 2017 and has held it in 10 quarters since. The position peaked at $20.1M in Q2 2021. 238 funds tracked by Wall St. Rank hold IYJ as of Q3 2021.

New England Investment & Retirement Group held 178,752 shares of iShares US Industrials ETF worth $19.2M as of Q3 2021.
New England Investment & Retirement Group sold 2,225 iShares US Industrials ETF shares in Q3 2021, an estimated $250K.
iShares US Industrials ETF made up 4.41% of New England Investment & Retirement Group's portfolio in Q3 2021, its #5 holding.
New England Investment & Retirement Group first reported a position in iShares US Industrials ETF in Q1 2017 and has held it in 10 quarters since.
New England Investment & Retirement Group's iShares US Industrials ETF position peaked at $20.1M in Q2 2021.
238 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2021.

Based on New England Investment & Retirement Group's 13F filing for Q3 2021, filed 28 Oct 2021.