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

Ritholtz 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
2022 Q2	–	Sell	-1,906	Closed	-$201K	–	569
2022 Q1	$201K	Sell	1,906 -100	-5%	-$10.6K	0.01%	512
2021 Q4	$226K	Hold	2,006	–	–	0.01%	472
2021 Q3	$215K	Hold	2,006	–	–	0.01%	448
2021 Q2	$223K	Hold	2,006	–	–	0.02%	430
2021 Q1	$212K	Buy	+2,006	New	+$201K	0.02%	392
2020 Q3	–	Sell	-3,402	Closed	-$257K	–	336
2020 Q2	$257K	Buy	+3,402	New	+$238K	0.03%	200

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

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

RJFSA

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Ritholtz Wealth Management's IYJ Position: Q2 2022 in Review

Ritholtz Wealth Management sold out of iShares US Industrials ETF (IYJ) in Q2 2022, closing a stake of 1,906 shares — an estimated $201K sold.

Ritholtz Wealth Management first reported a position in IYJ in Q2 2020 and held it in 6 quarters. The position peaked at $257K in Q2 2020. 228 funds tracked by Wall St. Rank hold IYJ as of Q2 2022.

Ritholtz Wealth Management reported no remaining iShares US Industrials ETF position as of Q2 2022 after selling out during the quarter.
Ritholtz Wealth Management sold 1,906 iShares US Industrials ETF shares in Q2 2022, an estimated $201K.
Ritholtz Wealth Management first reported a position in iShares US Industrials ETF in Q2 2020 and held it in 6 quarters.
Ritholtz Wealth Management's iShares US Industrials ETF position peaked at $257K in Q2 2020.
228 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2022.

Based on Ritholtz Wealth Management's 13F filing for Q2 2022, filed 15 Jul 2022.