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

Oxinas Partners 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
2021
Q3 		– Sell
-4,972
Closed -$552K – 159
2021
Q2 		$552K Sell
4,972
-160
-3% -$17.7K 0.32% 81
2021
Q1 		$542K Sell
5,132
-277
-5% -$27.8K 0.34% 75
2020
Q4 		$525K Buy
+5,409
New +$494K 0.39% 69

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NEIRG
New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Oxinas Partners Wealth Management's IYJ Position: Q3 2021 in Review

Oxinas Partners Wealth Management sold out of iShares US Industrials ETF (IYJ) in Q3 2021, closing a stake of 4,972 shares — an estimated $552K sold.

Oxinas Partners Wealth Management first reported a position in IYJ in Q4 2020 and held it in 3 quarters. The position peaked at $552K in Q2 2021. 238 funds tracked by Wall St. Rank hold IYJ as of Q3 2021.

  • Oxinas Partners Wealth Management reported no remaining iShares US Industrials ETF position as of Q3 2021 after selling out during the quarter.
  • Oxinas Partners Wealth Management sold 4,972 iShares US Industrials ETF shares in Q3 2021, an estimated $552K.
  • Oxinas Partners Wealth Management first reported a position in iShares US Industrials ETF in Q4 2020 and held it in 3 quarters.
  • Oxinas Partners Wealth Management's iShares US Industrials ETF position peaked at $552K in Q2 2021.
  • 238 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2021.

Based on Oxinas Partners Wealth Management's 13F filing for Q3 2021, filed 1 Nov 2021.