Pinnacle Private Wealth’s iShares US Industrials ETF IYJ Stock Holding History

Pinnacle Private Wealth’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	$630K	Sell	7,150 -770	-10%	-$74K	0.25%	96
2022 Q1	$835K	Buy	7,920 +564	+8%	+$59.5K	0.26%	90
2021 Q4	$829K	Buy	+7,356	New	+$816K	0.26%	92

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 Private Wealth's IYJ Position: Q2 2022 in Review

Pinnacle Private Wealth reduced its iShares US Industrials ETF (IYJ) stake by 9.7% in Q2 2022, selling an estimated $74K and leaving 7,150 shares worth $630K. The position accounts for 0.25% of the portfolio, ranked #96.

Pinnacle Private Wealth first reported a position in IYJ in Q4 2021 and has held it in 3 quarters since. The position peaked at $835K in Q1 2022. 228 funds tracked by Wall St. Rank hold IYJ as of Q2 2022.

Pinnacle Private Wealth held 7,150 shares of iShares US Industrials ETF worth $630K as of Q2 2022.
Pinnacle Private Wealth sold 770 iShares US Industrials ETF shares in Q2 2022, an estimated $74K.
iShares US Industrials ETF made up 0.25% of Pinnacle Private Wealth's portfolio in Q2 2022, its #96 holding.
Pinnacle Private Wealth first reported a position in iShares US Industrials ETF in Q4 2021 and has held it in 3 quarters since.
Pinnacle Private Wealth's iShares US Industrials ETF position peaked at $835K in Q1 2022.
228 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.