Red Door Wealth Management’s iShares US Industrials ETF IYJ Stock Holding History

Red Door Wealth Management’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	-626	Closed	-$69K	–	394
2021 Q2	$69K	Buy	+626	New	+$69.1K	0.03%	229
2020 Q3	–	Sell	-626	Closed	-$47K	–	261
2020 Q2	$47K	Hold	626	–	–	0.03%	183
2020 Q1	$38K	Buy	+626	New	+$48.8K	0.04%	183

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

Red Door Wealth Management's IYJ Position: Q3 2021 in Review

Red Door Wealth Management sold out of iShares US Industrials ETF (IYJ) in Q3 2021, closing a stake of 626 shares — an estimated $69K sold.

Red Door Wealth Management first reported a position in IYJ in Q1 2020 and held it in 3 quarters. The position peaked at $69K in Q2 2021. 238 funds tracked by Wall St. Rank hold IYJ as of Q3 2021.

Red Door Wealth Management reported no remaining iShares US Industrials ETF position as of Q3 2021 after selling out during the quarter.
Red Door Wealth Management sold 626 iShares US Industrials ETF shares in Q3 2021, an estimated $69K.
Red Door Wealth Management first reported a position in iShares US Industrials ETF in Q1 2020 and held it in 3 quarters.
Red Door Wealth Management's iShares US Industrials ETF position peaked at $69K in Q2 2021.
238 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2021.

Based on Red Door Wealth Management's 13F filing for Q3 2021, filed 14 Oct 2021.