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Next Financial Group’s iShares US Industrials ETF IYJ Stock Holding History

Next Financial 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
Q4 		$40K Buy
355
+70
+25% +$7.76K ﹤0.01% 1571
2021
Q3 		$31K Buy
285
+89
+45% +$9.99K ﹤0.01% 1626
2021
Q2 		$22K Hold
196
– – ﹤0.01% 1707
2021
Q1 		$21K Hold
196
– – ﹤0.01% 1622
2020
Q4 		$19K Sell
196
-6
-3% -$548 ﹤0.01% 1555
2020
Q3 		$17K Buy
+202
New +$16.4K ﹤0.01% 1468
2020
Q2 		– Sell
-202
Closed -$13K – 1253
2020
Q1 		$13K Sell
202
-1,176
-85% -$91.6K ﹤0.01% 1436
2019
Q4 		$116K Hold
1,378
– – 0.01% 888
2019
Q3 		$109K Sell
1,378
-400
-22% -$31.5K 0.01% 876
2019
Q2 		$141K Buy
1,778
+178
+11% +$13.8K 0.02% 780
2019
Q1 		$121K Sell
1,600
-468
-23% -$33.9K 0.03% 485
2018
Q4 		$133K Sell
2,068
-536
-21% -$37.6K 0.03% 502
2018
Q3 		$203K Buy
+2,604
New +$198K 0.09% 202
2018
Q2 		– Sell
-6,152
Closed -$446K – 342
2018
Q1 		$446K Buy
6,152
+3,148
+105% +$237K 0.09% 232
2017
Q4 		$221K Sell
3,004
-1,000
-25% -$71.4K 0.09% 237
2017
Q3 		$282K Sell
4,004
-334
-8% -$22.3K 0.08% 249
2017
Q2 		$285K Sell
4,338
-226
-5% -$14.6K 0.07% 274
2017
Q1 		$293K Sell
4,564
-5,300
-54% -$331K 0.08% 240
2016
Q4 		$595K Buy
9,864
+8,734
+773% +$511K 0.1% 221
2016
Q3 		$65K Buy
1,130
+130
+13% +$7.39K 0.01% 831
2016
Q2 		$54K Hold
1,000
– – 0.02% 635
2016
Q1 		$53K Hold
1,000
– – 0.02% 606
2015
Q4 		$51K Hold
1,000
– – 0.02% 614
2015
Q3 		$48K Hold
1,000
– – 0.02% 644
2015
Q2 		$52K Hold
1,000
– – 0.02% 652
2015
Q1 		$53K Hold
1,000
– – 0.02% 644
2014
Q4 		$53K Sell
1,000
-130
-12% -$6.76K 0.02% 629
2014
Q3 		$57K Buy
+1,130
New +$58K 0.01% 879

Other funds holding IYJ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NWM
NEIRG Wealth Management North Andover, Massachusetts $542M AUM 10.92% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Next Financial Group's IYJ Position: Q4 2021 in Review

Next Financial Group increased its iShares US Industrials ETF (IYJ) stake by 25% in Q4 2021, buying an estimated $7.76K and bringing the position to 355 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #1571.

Next Financial Group first reported a position in IYJ in Q3 2014 and has held it in 28 quarters since. The position peaked at $595K in Q4 2016. 263 funds tracked by Wall St. Rank hold IYJ as of Q4 2021.

  • Next Financial Group held 355 shares of iShares US Industrials ETF worth $40K as of Q4 2021.
  • Next Financial Group bought 70 iShares US Industrials ETF shares in Q4 2021, an estimated $7.76K.
  • iShares US Industrials ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1571 holding.
  • Next Financial Group first reported a position in iShares US Industrials ETF in Q3 2014 and has held it in 28 quarters since.
  • Next Financial Group's iShares US Industrials ETF position peaked at $595K in Q4 2016.
  • 263 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.