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RMR Wealth Builders’s iShares US Industrials ETF IYJ Stock Holding History

RMR Wealth Builders’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
Q2 		– Sell
-141
Closed -$15K – 433
2021
Q1 		$15K Buy
141
+1
+0.7% +$100 ﹤0.01% 553
2020
Q4 		$14K Buy
+140
New +$12.8K 0.01% 383

Other funds holding IYJ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

RMR Wealth Builders's IYJ Position: Q2 2021 in Review

RMR Wealth Builders sold out of iShares US Industrials ETF (IYJ) in Q2 2021, closing a stake of 141 shares — an estimated $15K sold.

RMR Wealth Builders first reported a position in IYJ in Q4 2020 and held it in 2 quarters. The position peaked at $15K in Q1 2021. 245 funds tracked by Wall St. Rank hold IYJ as of Q2 2021.

  • RMR Wealth Builders reported no remaining iShares US Industrials ETF position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 141 iShares US Industrials ETF shares in Q2 2021, an estimated $15K.
  • RMR Wealth Builders first reported a position in iShares US Industrials ETF in Q4 2020 and held it in 2 quarters.
  • RMR Wealth Builders's iShares US Industrials ETF position peaked at $15K in Q1 2021.
  • 245 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.