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Rockbridge Investment Management’s iShares US Industrials ETF IYJ Stock Holding History

Rockbridge Investment 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
Q3 		– Sell
-60
Closed -$5.29K – 360
2022
Q2 		$5.29K Hold
60
– – ﹤0.01% 451
2022
Q1 		$6.33K Hold
60
– – ﹤0.01% 587
2021
Q4 		$7K Hold
60
– – ﹤0.01% 615
2021
Q3 		$6K Sell
60
-15
-20% -$1.68K ﹤0.01% 585
2021
Q2 		$8K Hold
75
– – ﹤0.01% 559
2021
Q1 		$8K Buy
75
+11
+17% +$1.1K ﹤0.01% 534
2020
Q4 		$6K Hold
64
– – ﹤0.01% 549
2020
Q3 		$5K Hold
64
– – ﹤0.01% 527
2020
Q2 		$5K Buy
+64
New +$4.48K ﹤0.01% 493

Other funds holding IYJ

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LPL Financial
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return