Parsec Financial Management’s iShares US Industrials ETF IYJ Stock Holding History

Parsec Financial 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
2023 Q1	$473K	Hold	4,726	–	–	0.02%	209
2022 Q4	$456K	Hold	4,726	–	–	0.02%	210
2022 Q3	$396K	Hold	4,726	–	–	0.02%	214
2022 Q2	$417K	Hold	4,726	–	–	0.02%	218
2022 Q1	$498K	Hold	4,726	–	–	0.02%	220
2021 Q4	$533K	Hold	4,726	–	–	0.02%	212
2021 Q3	$535K	Hold	4,726	–	–	0.02%	210
2021 Q2	$525K	Hold	4,726	–	–	0.02%	194
2021 Q1	$499K	Hold	4,726	–	–	0.03%	188
2020 Q4	$459K	Hold	4,726	–	–	0.02%	181
2020 Q3	$395K	Hold	4,726	–	–	0.02%	183
2020 Q2	$356K	Hold	4,726	–	–	0.02%	184
2020 Q1	$293K	Hold	4,726	–	–	0.02%	192
2019 Q4	$396K	Hold	4,726	–	–	0.02%	189
2019 Q3	$375K	Hold	4,726	–	–	0.02%	187
2019 Q2	$374K	Hold	4,726	–	–	0.02%	189
2019 Q1	$359K	Hold	4,726	–	–	0.02%	189
2018 Q4	$304K	Buy	+4,726	New	+$332K	0.02%	199

Other funds holding IYJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Parsec Financial Management's IYJ Position: Q1 2023 in Review

Parsec Financial Management held its iShares US Industrials ETF (IYJ) position steady in Q1 2023 at 4,726 shares worth $473K. The position accounts for 0.02% of the portfolio, ranked #209.

Parsec Financial Management first reported a position in IYJ in Q4 2018 and has held it in 18 quarters since. The position peaked at $535K in Q3 2021. 253 funds tracked by Wall St. Rank hold IYJ as of Q1 2023.

Parsec Financial Management held 4,726 shares of iShares US Industrials ETF worth $473K as of Q1 2023.
Parsec Financial Management left its iShares US Industrials ETF share count unchanged in Q1 2023.
iShares US Industrials ETF made up 0.02% of Parsec Financial Management's portfolio in Q1 2023, its #209 holding.
Parsec Financial Management first reported a position in iShares US Industrials ETF in Q4 2018 and has held it in 18 quarters since.
Parsec Financial Management's iShares US Industrials ETF position peaked at $535K in Q3 2021.
253 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2023.

Based on Parsec Financial Management's 13F filing for Q1 2023, filed 6 Apr 2023.