Phoenix Wealth Advisors’s iShares US Industrials ETF IYJ Stock Holding History

Phoenix Wealth 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
2021 Q4	–	Sell	-200	Closed	-$21K	–	245
2021 Q3	$21K	Hold	200	–	–	0.02%	259
2021 Q2	$22K	Hold	200	–	–	0.02%	250
2021 Q1	$21K	Hold	200	–	–	0.02%	256
2020 Q4	$19K	Buy	+200	New	+$18.3K	0.01%	262

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NWM

NEIRG Wealth Management North Andover, Massachusetts $542M AUM 10.92% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Phoenix Wealth Advisors's IYJ Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of iShares US Industrials ETF (IYJ) in Q4 2021, closing a stake of 200 shares — an estimated $21K sold.

Phoenix Wealth Advisors first reported a position in IYJ in Q4 2020 and held it in 4 quarters. The position peaked at $22K in Q2 2021. 263 funds tracked by Wall St. Rank hold IYJ as of Q4 2021.

Phoenix Wealth Advisors reported no remaining iShares US Industrials ETF position as of Q4 2021 after selling out during the quarter.
Phoenix Wealth Advisors sold 200 iShares US Industrials ETF shares in Q4 2021, an estimated $21K.
Phoenix Wealth Advisors first reported a position in iShares US Industrials ETF in Q4 2020 and held it in 4 quarters.
Phoenix Wealth Advisors's iShares US Industrials ETF position peaked at $22K in Q2 2021.
263 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.