Plante Moran Financial Advisors’s iShares US Industrials ETF IYJ Stock Holding History

Plante Moran Financial 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 Q3	–	Sell	-87	Closed	-$10K	–	973
2021 Q2	$10K	Buy	+87	New	+$9.6K	﹤0.01%	677
2017 Q4	–	Sell	-300	Closed	-$21K	–	904
2017 Q3	$21K	Buy	+300	New	+$20.1K	0.01%	455
2017 Q2	–	Sell	-418	Closed	-$26K	–	868
2017 Q1	$26K	Buy	+418	New	+$26.1K	0.02%	433

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

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

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

NEIRG

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

RJFSA

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

Plante Moran Financial Advisors's IYJ Position: Q3 2021 in Review

Plante Moran Financial Advisors sold out of iShares US Industrials ETF (IYJ) in Q3 2021, closing a stake of 87 shares — an estimated $10K sold.

Plante Moran Financial Advisors first reported a position in IYJ in Q1 2017 and held it in 3 quarters. The position peaked at $26K in Q1 2017. 238 funds tracked by Wall St. Rank hold IYJ as of Q3 2021.

Plante Moran Financial Advisors reported no remaining iShares US Industrials ETF position as of Q3 2021 after selling out during the quarter.
Plante Moran Financial Advisors sold 87 iShares US Industrials ETF shares in Q3 2021, an estimated $10K.
Plante Moran Financial Advisors first reported a position in iShares US Industrials ETF in Q1 2017 and held it in 3 quarters.
Plante Moran Financial Advisors's iShares US Industrials ETF position peaked at $26K in Q1 2017.
238 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.