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

Reilly 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
2015
Q2 		– Sell
-230
Closed -$12K – 1393
2015
Q1 		$12K Sell
230
-120
-34% -$6.43K ﹤0.01% 803
2014
Q4 		$19K Hold
350
– – ﹤0.01% 407
2014
Q3 		$18K Sell
350
-140
-29% -$7.19K ﹤0.01% 418
2014
Q2 		$26K Hold
490
– – 0.01% 361
2014
Q1 		$25K Sell
490
-324
-40% -$16.1K 0.01% 385
2013
Q4 		$41K Buy
814
+376
+86% +$17.9K 0.01% 276
2013
Q3 		$20K Hold
438
– – 0.01% 345
2013
Q2 		$18K Buy
+438
New +$18.1K 0.01% 358

Other funds holding IYJ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Reilly Financial Advisors's IYJ Position: Q2 2015 in Review

Reilly Financial Advisors sold out of iShares US Industrials ETF (IYJ) in Q2 2015, closing a stake of 230 shares — an estimated $12K sold.

Reilly Financial Advisors first reported a position in IYJ in Q2 2013 and held it in 8 quarters. The position peaked at $41K in Q4 2013. 98 funds tracked by Wall St. Rank hold IYJ as of Q2 2015.

  • Reilly Financial Advisors reported no remaining iShares US Industrials ETF position as of Q2 2015 after selling out during the quarter.
  • Reilly Financial Advisors sold 230 iShares US Industrials ETF shares in Q2 2015, an estimated $12K.
  • Reilly Financial Advisors first reported a position in iShares US Industrials ETF in Q2 2013 and held it in 8 quarters.
  • Reilly Financial Advisors's iShares US Industrials ETF position peaked at $41K in Q4 2013.
  • 98 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2015.

Based on Reilly Financial Advisors's 13F filing for Q2 2015, filed 6 Aug 2015.