Quad-Cities Investment Group’s iShares US Industrials ETF IYJ Stock Holding History

Quad-Cities Investment 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
2019 Q4	–	Sell	-290	Closed	-$23K	–	436
2019 Q3	$23K	Hold	290	–	–	0.02%	462
2019 Q2	$23K	Hold	290	–	–	0.02%	472
2019 Q1	$22K	Buy	290 +2	+0.7%	+$145	0.02%	472
2018 Q4	$19K	Buy	288 +2	+0.7%	+$140	0.02%	494
2018 Q3	$22K	Hold	286	–	–	0.02%	501
2018 Q2	$21K	Buy	+286	New	+$20.9K	0.02%	517

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Quad-Cities Investment Group's IYJ Position: Q4 2019 in Review

Quad-Cities Investment Group sold out of iShares US Industrials ETF (IYJ) in Q4 2019, closing a stake of 290 shares — an estimated $23K sold.

Quad-Cities Investment Group first reported a position in IYJ in Q2 2018 and held it in 6 quarters. The position peaked at $23K in Q3 2019. 190 funds tracked by Wall St. Rank hold IYJ as of Q4 2019.

Quad-Cities Investment Group reported no remaining iShares US Industrials ETF position as of Q4 2019 after selling out during the quarter.
Quad-Cities Investment Group sold 290 iShares US Industrials ETF shares in Q4 2019, an estimated $23K.
Quad-Cities Investment Group first reported a position in iShares US Industrials ETF in Q2 2018 and held it in 6 quarters.
Quad-Cities Investment Group's iShares US Industrials ETF position peaked at $23K in Q3 2019.
190 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2019.

Based on Quad-Cities Investment Group's 13F filing for Q4 2019, filed 28 Jan 2020.