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Peachtree Investment Partners’s iShares US Industrials ETF IYJ Stock Holding History

Peachtree Investment Partners’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
Q2 		– Sell
-178
Closed -$11K – 75
2020
Q1 		$11K Hold
178
– – 0.01% 64
2019
Q4 		$15K Buy
+178
New +$14.5K 0.01% 79

Other funds holding IYJ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $8.19B AUM 30.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Peachtree Investment Partners's IYJ Position: Q2 2020 in Review

Peachtree Investment Partners sold out of iShares US Industrials ETF (IYJ) in Q2 2020, closing a stake of 178 shares — an estimated $11K sold.

Peachtree Investment Partners first reported a position in IYJ in Q4 2019 and held it in 2 quarters. The position peaked at $15K in Q4 2019. 173 funds tracked by Wall St. Rank hold IYJ as of Q2 2020.

  • Peachtree Investment Partners reported no remaining iShares US Industrials ETF position as of Q2 2020 after selling out during the quarter.
  • Peachtree Investment Partners sold 178 iShares US Industrials ETF shares in Q2 2020, an estimated $11K.
  • Peachtree Investment Partners first reported a position in iShares US Industrials ETF in Q4 2019 and held it in 2 quarters.
  • Peachtree Investment Partners's iShares US Industrials ETF position peaked at $15K in Q4 2019.
  • 173 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2020.

Based on Peachtree Investment Partners's 13F filing for Q2 2020, filed 13 Aug 2020.