Patriot Financial Group Insurance Agency’s iShares US Industrials ETF IYJ Stock Holding History

Patriot Financial Group Insurance Agency’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	-160	Closed	-$18K	–	2146
2021 Q4	$18K	Sell	160 -650	-80%	-$72.1K	﹤0.01%	1260
2021 Q3	$87K	Hold	810	–	–	0.02%	696
2021 Q2	$90K	Sell	810 -400	-33%	-$44.1K	0.02%	664
2021 Q1	$124K	Hold	1,210	–	–	0.03%	493
2020 Q4	$117K	Buy	+1,210	New	+$110K	0.03%	457
2019 Q1	–	Sell	-100	Closed	-$6K	–	1263
2018 Q4	$6K	Sell	100 -88	-47%	-$6.18K	﹤0.01%	701
2018 Q3	$15K	Buy	+188	New	+$14.3K	0.01%	544

Other funds holding IYJ

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

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

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Patriot Financial Group Insurance Agency's IYJ Position: Q1 2022 in Review

Patriot Financial Group Insurance Agency sold out of iShares US Industrials ETF (IYJ) in Q1 2022, closing a stake of 160 shares — an estimated $18K sold.

Patriot Financial Group Insurance Agency first reported a position in IYJ in Q3 2018 and held it in 7 quarters. The position peaked at $124K in Q1 2021. 245 funds tracked by Wall St. Rank hold IYJ as of Q1 2022.

Patriot Financial Group Insurance Agency reported no remaining iShares US Industrials ETF position as of Q1 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 160 iShares US Industrials ETF shares in Q1 2022, an estimated $18K.
Patriot Financial Group Insurance Agency first reported a position in iShares US Industrials ETF in Q3 2018 and held it in 7 quarters.
Patriot Financial Group Insurance Agency's iShares US Industrials ETF position peaked at $124K in Q1 2021.
245 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2022, filed 11 May 2022.