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Parcion Private Wealth’s iShares US Industrials ETF IYJ Stock Holding History

Parcion Private Wealth’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
Q1 		– Sell
-2,102
Closed -$204K – 198
2020
Q4 		$204K Buy
+2,102
New +$192K 0.03% 179

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
NEIRG
New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return

Parcion Private Wealth's IYJ Position: Q1 2021 in Review

Parcion Private Wealth sold out of iShares US Industrials ETF (IYJ) in Q1 2021, closing a stake of 2,102 shares — an estimated $204K sold.

Parcion Private Wealth first reported a position in IYJ in Q4 2020 and held it in 1 quarter. The position peaked at $204K in Q4 2020. 238 funds tracked by Wall St. Rank hold IYJ as of Q1 2021.

  • Parcion Private Wealth reported no remaining iShares US Industrials ETF position as of Q1 2021 after selling out during the quarter.
  • Parcion Private Wealth sold 2,102 iShares US Industrials ETF shares in Q1 2021, an estimated $204K.
  • Parcion Private Wealth first reported a position in iShares US Industrials ETF in Q4 2020 and held it in 1 quarter.
  • Parcion Private Wealth's iShares US Industrials ETF position peaked at $204K in Q4 2020.
  • 238 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2021.

Based on Parcion Private Wealth's 13F filing for Q1 2021, filed 8 Apr 2021.