Pinnacle Advisory Group’s iShares US Industrials ETF IYJ Stock Holding History

Pinnacle Advisory Group’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 Q1	$1.31M	Buy	12,394 +3,269	+36%	+$328K	0.06%	101
2020 Q4	$886K	Sell	9,125 -49	-0.5%	-$4.47K	0.05%	101
2020 Q3	$767K	Buy	9,174 +330	+4%	+$26.8K	0.05%	105
2020 Q2	$667K	Buy	+8,844	New	+$620K	0.05%	110
2019 Q1	–	Sell	-57,648	Closed	-$3.71M	–	170
2018 Q4	$3.71M	Buy	+57,648	New	+$4.05M	0.28%	39

Other funds holding IYJ

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

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

NEIRG

New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return

Pinnacle Advisory Group's IYJ Position: Q1 2021 in Review

Pinnacle Advisory Group increased its iShares US Industrials ETF (IYJ) stake by 36% in Q1 2021, buying an estimated $328K and bringing the position to 12,394 shares worth $1.31M. The position accounts for 0.06% of the portfolio, ranked #101.

Pinnacle Advisory Group first reported a position in IYJ in Q4 2018 and has held it in 5 quarters since. The position peaked at $3.71M in Q4 2018. 238 funds tracked by Wall St. Rank hold IYJ as of Q1 2021.

Pinnacle Advisory Group held 12,394 shares of iShares US Industrials ETF worth $1.31M as of Q1 2021.
Pinnacle Advisory Group bought 3,269 iShares US Industrials ETF shares in Q1 2021, an estimated $328K.
iShares US Industrials ETF made up 0.06% of Pinnacle Advisory Group's portfolio in Q1 2021, its #101 holding.
Pinnacle Advisory Group first reported a position in iShares US Industrials ETF in Q4 2018 and has held it in 5 quarters since.
Pinnacle Advisory Group's iShares US Industrials ETF position peaked at $3.71M in Q4 2018.
238 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.