Risk Paradigm Group’s iShares US Industrials ETF IYJ Stock Holding History

Risk Paradigm 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
2018 Q4	$561K	Buy	8,732 +1,270	+17%	+$89.2K	1.36%	22
2018 Q3	$583K	Hold	7,462	–	–	1.15%	29
2018 Q2	$536K	Buy	7,462 +704	+10%	+$51.5K	1.03%	26
2018 Q1	$490K	Sell	6,758 -960	-12%	-$72.2K	0.62%	44
2017 Q4	$569K	Sell	7,718 -158	-2%	-$11.3K	0.61%	45
2017 Q3	$546K	Buy	7,876 +1,348	+21%	+$90.2K	0.67%	43
2017 Q2	$429K	Sell	6,528 -4,102	-39%	-$265K	0.5%	64
2017 Q1	$669K	Sell	10,630 -3,806	-26%	-$238K	0.76%	37
2016 Q4	$870K	Buy	14,436 +756	+6%	+$44.2K	0.96%	30
2016 Q3	$782K	Sell	13,680 -3,490	-20%	-$198K	0.59%	36
2016 Q2	$944K	Sell	17,170 -3,602	-17%	-$196K	1.28%	21
2016 Q1	$1.11M	Buy	20,772 +17,896	+622%	+$889K	1.41%	32
2015 Q4	$148K	Sell	2,876 -974	-25%	-$50.6K	0.18%	80
2015 Q3	$186K	Sell	3,850 -868	-18%	-$44.3K	0.38%	43
2015 Q2	$248K	Sell	4,718 -294	-6%	-$16K	0.24%	69
2015 Q1	$270K	Buy	+5,012	New	+$269K	0.26%	65

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

Citigroup New York $303B AUM 53.02% 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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Risk Paradigm Group's IYJ Position: Q4 2018 in Review

Risk Paradigm Group increased its iShares US Industrials ETF (IYJ) stake by 17% in Q4 2018, buying an estimated $89.2K and bringing the position to 8,732 shares worth $561K. The position accounts for 1.36% of the portfolio, ranked #22.

Risk Paradigm Group first reported a position in IYJ in Q1 2015 and has held it in 16 quarters since. The position peaked at $1.11M in Q1 2016. 153 funds tracked by Wall St. Rank hold IYJ as of Q4 2018.

Risk Paradigm Group held 8,732 shares of iShares US Industrials ETF worth $561K as of Q4 2018.
Risk Paradigm Group bought 1,270 iShares US Industrials ETF shares in Q4 2018, an estimated $89.2K.
iShares US Industrials ETF made up 1.36% of Risk Paradigm Group's portfolio in Q4 2018, its #22 holding.
Risk Paradigm Group first reported a position in iShares US Industrials ETF in Q1 2015 and has held it in 16 quarters since.
Risk Paradigm Group's iShares US Industrials ETF position peaked at $1.11M in Q1 2016.
153 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2018.

Based on Risk Paradigm Group's 13F filing for Q4 2018, filed 14 Feb 2019.