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Orion Portfolio Solutions’s iShares US Industrials ETF IYJ Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-296
Closed -$22K – 1260
2020
Q2 		$22K Hold
296
– – ﹤0.01% 919
2020
Q1 		$18K Hold
296
– – ﹤0.01% 870
2019
Q4 		$25K Buy
+296
New +$24.1K ﹤0.01% 719

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Orion Portfolio Solutions's IYJ Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of iShares US Industrials ETF (IYJ) in Q3 2020, closing a stake of 296 shares — an estimated $22K sold.

Orion Portfolio Solutions first reported a position in IYJ in Q4 2019 and held it in 3 quarters. The position peaked at $25K in Q4 2019. 180 funds tracked by Wall St. Rank hold IYJ as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining iShares US Industrials ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 296 iShares US Industrials ETF shares in Q3 2020, an estimated $22K.
  • Orion Portfolio Solutions first reported a position in iShares US Industrials ETF in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's iShares US Industrials ETF position peaked at $25K in Q4 2019.
  • 180 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.