Partnervest Advisory Services’s iShares US Industrials ETF IYJ Stock Holding History

Partnervest Advisory Services’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	$249K	Buy	2,978 +264	+10%	+$21.5K	0.08%	199
2020 Q2	$205K	Buy	+2,714	New	+$190K	0.08%	201
2014 Q3	–	Sell	-400	Closed	-$21K	–	485
2014 Q2	$21K	Hold	400	–	–	0.01%	523
2014 Q1	$20K	Hold	400	–	–	0.01%	505
2013 Q4	$20K	Hold	400	–	–	0.01%	474
2013 Q3	$18K	Hold	400	–	–	0.01%	491
2013 Q2	$17K	Buy	+400	New	+$16.5K	0.01%	460

Other funds holding IYJ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Partnervest Advisory Services's IYJ Position: Q3 2020 in Review

Partnervest Advisory Services increased its iShares US Industrials ETF (IYJ) stake by 9.7% in Q3 2020, buying an estimated $21.5K and bringing the position to 2,978 shares worth $249K. The position accounts for 0.08% of the portfolio, ranked #199.

Partnervest Advisory Services first reported a position in IYJ in Q2 2013 and has held it in 7 quarters since. 180 funds tracked by Wall St. Rank hold IYJ as of Q3 2020.

Partnervest Advisory Services held 2,978 shares of iShares US Industrials ETF worth $249K as of Q3 2020.
Partnervest Advisory Services bought 264 iShares US Industrials ETF shares in Q3 2020, an estimated $21.5K.
iShares US Industrials ETF made up 0.08% of Partnervest Advisory Services's portfolio in Q3 2020, its #199 holding.
Partnervest Advisory Services first reported a position in iShares US Industrials ETF in Q2 2013 and has held it in 7 quarters since.
180 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.