Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
PIA
Peachtree Investment Advisors’s
iShares US Industrials ETF
IYJ
Stock Holding History
Peachtree Investment Advisors’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
2018
Q4
$481K
Sell
7,480
-330
-4%
-$23.2K
0.37%
45
2018
Q3
$610K
Sell
7,810
-42
-0.5%
-$3.19K
0.42%
44
2018
Q2
$564K
Sell
7,852
-120
-2%
-$8.78K
0.41%
46
2018
Q1
$578K
Sell
7,972
-2,250
-22%
-$169K
0.43%
46
2017
Q4
$753K
Sell
10,222
-260
-2%
-$18.6K
0.58%
37
2017
Q3
$726K
Sell
10,482
-190
-2%
-$12.7K
0.62%
41
2017
Q2
$702K
Sell
10,672
-240
-2%
-$15.5K
0.6%
44
2017
Q1
$687K
Buy
10,912
+804
+8%
+$50.2K
0.63%
45
2016
Q4
$609K
Sell
10,108
-170
-2%
-$9.95K
0.6%
48
2016
Q3
$588K
Buy
10,278
+150
+1%
+$8.52K
0.58%
49
2016
Q2
$557K
Buy
10,128
+520
+5%
+$28.2K
0.57%
52
2016
Q1
$514K
Buy
9,608
+460
+5%
+$22.9K
0.52%
54
2015
Q4
$471K
Buy
9,148
+370
+4%
+$19.2K
0.49%
56
2015
Q3
$423K
Buy
8,778
+498
+6%
+$25.4K
0.44%
61
2015
Q2
$436K
Buy
8,280
+3,020
+57%
+$164K
0.33%
80
2015
Q1
$284K
Buy
5,260
+4,530
+621%
+$243K
0.2%
108
2014
Q4
$39K
Hold
730
–
–
0.03%
218
2014
Q3
$37K
Buy
+730
New
+$37.5K
0.02%
221
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
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
RJA
Raymond James & Associates
St Petersburg, Florida
$164B AUM
33.91%
1-Year Est. Return
FWCM
Ferguson Wellman Capital Management
Portland, Oregon
$7.32B AUM
26.67%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
Susquehanna International Group
Bala Cynwyd, Pennsylvania
$77.3B AUM
36.07%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close