PCMC
IYJ icon

Paragon Capital Management (Colorado)’s iShares US Industrials ETF IYJ Stock Holding History

Paragon Capital Management (Colorado)’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
Q1 		– Sell
-490
Closed -$55K – 354
2021
Q4 		$55K Buy
+490
New +$54.3K 0.01% 334

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Paragon Capital Management (Colorado)'s IYJ Position: Q1 2022 in Review

Paragon Capital Management (Colorado) sold out of iShares US Industrials ETF (IYJ) in Q1 2022, closing a stake of 490 shares — an estimated $55K sold.

Paragon Capital Management (Colorado) first reported a position in IYJ in Q4 2021 and held it in 1 quarter. The position peaked at $55K in Q4 2021. 245 funds tracked by Wall St. Rank hold IYJ as of Q1 2022.

  • Paragon Capital Management (Colorado) reported no remaining iShares US Industrials ETF position as of Q1 2022 after selling out during the quarter.
  • Paragon Capital Management (Colorado) sold 490 iShares US Industrials ETF shares in Q1 2022, an estimated $55K.
  • Paragon Capital Management (Colorado) first reported a position in iShares US Industrials ETF in Q4 2021 and held it in 1 quarter.
  • Paragon Capital Management (Colorado)'s iShares US Industrials ETF position peaked at $55K in Q4 2021.
  • 245 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2022.

Based on Paragon Capital Management (Colorado)'s 13F filing for Q1 2022, filed 19 Apr 2022.