Pinnacle Bancorp’s iShares US Industrials ETF IYJ Stock Holding History

Pinnacle Bancorp’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 Q2	–	Sell	-36	Closed	-$4K	–	765
2022 Q1	$4K	Buy	+36	New	+$3.8K	﹤0.01%	685
2020 Q2	–	Sell	-156	Closed	-$10K	–	667
2020 Q1	$10K	Sell	156 -170	-52%	-$13.2K	0.01%	492
2019 Q4	$27K	Hold	326	–	–	0.02%	389
2019 Q3	$26K	Hold	326	–	–	0.01%	407
2019 Q2	$26K	Hold	326	–	–	0.01%	406
2019 Q1	$25K	Buy	326 +96	+42%	+$6.95K	0.01%	401
2018 Q4	$15K	Buy	+230	New	+$16.2K	0.01%	469

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $1.15T AUM 47.82% 1-Year Est. Return

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

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Pinnacle Bancorp's IYJ Position: Q2 2022 in Review

Pinnacle Bancorp sold out of iShares US Industrials ETF (IYJ) in Q2 2022, closing a stake of 36 shares — an estimated $4K sold.

Pinnacle Bancorp first reported a position in IYJ in Q4 2018 and held it in 7 quarters. The position peaked at $27K in Q4 2019. 228 funds tracked by Wall St. Rank hold IYJ as of Q2 2022.

Pinnacle Bancorp reported no remaining iShares US Industrials ETF position as of Q2 2022 after selling out during the quarter.
Pinnacle Bancorp sold 36 iShares US Industrials ETF shares in Q2 2022, an estimated $4K.
Pinnacle Bancorp first reported a position in iShares US Industrials ETF in Q4 2018 and held it in 7 quarters.
Pinnacle Bancorp's iShares US Industrials ETF position peaked at $27K in Q4 2019.
228 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2022.

Based on Pinnacle Bancorp's 13F filing for Q2 2022, filed 12 Jul 2022.