Private Wealth Advisors (Pennsylvania)’s iShares US Industrials ETF IYJ Stock Holding History

Private Wealth Advisors (Pennsylvania)’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
2020 Q4	$455K	Buy	4,690 +1,780	+61%	+$162K	0.26%	69
2020 Q3	$243K	Buy	+2,910	New	+$237K	0.16%	94
2020 Q1	–	Sell	-2,710	Closed	-$231K	–	118
2019 Q4	$231K	Sell	2,710 -430	-14%	-$35.1K	0.12%	116
2019 Q3	$249K	Sell	3,140 -150	-5%	-$11.8K	0.13%	124
2019 Q2	$260K	Buy	3,290 +200	+6%	+$15.5K	0.09%	126
2019 Q1	$235K	Buy	+3,090	New	+$224K	0.09%	124
2018 Q4	–	Sell	-3,090	Closed	-$241K	–	131
2018 Q3	$241K	Buy	3,090 +200	+7%	+$15.2K	0.09%	124
2018 Q2	$208K	Hold	2,890	–	–	0.08%	122
2018 Q1	$210K	Hold	2,890	–	–	0.08%	123
2017 Q4	$213K	Hold	2,890	–	–	0.08%	124
2017 Q3	$200K	Buy	+2,890	New	+$193K	0.08%	124

Other funds holding IYJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NEIRG

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Private Wealth Advisors (Pennsylvania)'s IYJ Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) increased its iShares US Industrials ETF (IYJ) stake by 61% in Q4 2020, buying an estimated $162K and bringing the position to 4,690 shares worth $455K. The position accounts for 0.26% of the portfolio, ranked #69.

Private Wealth Advisors (Pennsylvania) first reported a position in IYJ in Q3 2017 and has held it in 11 quarters since. 218 funds tracked by Wall St. Rank hold IYJ as of Q4 2020.

Private Wealth Advisors (Pennsylvania) held 4,690 shares of iShares US Industrials ETF worth $455K as of Q4 2020.
Private Wealth Advisors (Pennsylvania) bought 1,780 iShares US Industrials ETF shares in Q4 2020, an estimated $162K.
iShares US Industrials ETF made up 0.26% of Private Wealth Advisors (Pennsylvania)'s portfolio in Q4 2020, its #69 holding.
Private Wealth Advisors (Pennsylvania) first reported a position in iShares US Industrials ETF in Q3 2017 and has held it in 11 quarters since.
218 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.