Rainsberger Wealth Advisors’s iShares US Industrials ETF IYJ Stock Holding History

Rainsberger Wealth 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
2023 Q4	$2.05M	Sell	17,914 -1,102	-6%	-$115K	1.12%	27
2023 Q3	$1.92M	Sell	19,016 -63	-0.3%	-$6.69K	1.18%	23
2023 Q2	$2.02M	Sell	19,079 -342	-2%	-$34.2K	1.22%	23
2023 Q1	$1.95M	Sell	19,421 -77	-0.4%	-$7.7K	1.15%	24
2022 Q4	$1.88M	Sell	19,498 -377	-2%	-$35.6K	1.2%	23
2022 Q3	$1.67M	Buy	19,875 +550	+3%	+$51.5K	1.14%	24
2022 Q2	$1.7M	Sell	19,325 -494	-2%	-$47.5K	1.25%	23
2022 Q1	$2.09M	Buy	19,819 +30	+0.2%	+$3.17K	1.34%	21
2021 Q4	$2.23M	Buy	+19,789	New	+$2.19M	1.31%	22

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RJFSA

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

Rainsberger Wealth Advisors's IYJ Position: Q4 2023 in Review

Rainsberger Wealth Advisors reduced its iShares US Industrials ETF (IYJ) stake by 5.8% in Q4 2023, selling an estimated $115K and leaving 17,914 shares worth $2.05M. The position accounts for 1.12% of the portfolio, ranked #27.

Rainsberger Wealth Advisors first reported a position in IYJ in Q4 2021 and has held it in 9 quarters since. The position peaked at $2.23M in Q4 2021. 291 funds tracked by Wall St. Rank hold IYJ as of Q4 2023.

Rainsberger Wealth Advisors held 17,914 shares of iShares US Industrials ETF worth $2.05M as of Q4 2023.
Rainsberger Wealth Advisors sold 1,102 iShares US Industrials ETF shares in Q4 2023, an estimated $115K.
iShares US Industrials ETF made up 1.12% of Rainsberger Wealth Advisors's portfolio in Q4 2023, its #27 holding.
Rainsberger Wealth Advisors first reported a position in iShares US Industrials ETF in Q4 2021 and has held it in 9 quarters since.
Rainsberger Wealth Advisors's iShares US Industrials ETF position peaked at $2.23M in Q4 2021.
291 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2023.

Based on Rainsberger Wealth Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.