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	–	359
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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Rockbridge Investment Management's IYJ Position: Q3 2022 in Review

Rockbridge Investment Management sold out of iShares US Industrials ETF (IYJ) in Q3 2022, closing a stake of 60 shares — an estimated $5.29K sold.

Rockbridge Investment Management first reported a position in IYJ in Q2 2020 and held it in 9 quarters. The position peaked at $8K in Q2 2021. 221 funds tracked by Wall St. Rank hold IYJ as of Q3 2022.

Rockbridge Investment Management reported no remaining iShares US Industrials ETF position as of Q3 2022 after selling out during the quarter.
Rockbridge Investment Management sold 60 iShares US Industrials ETF shares in Q3 2022, an estimated $5.29K.
Rockbridge Investment Management first reported a position in iShares US Industrials ETF in Q2 2020 and held it in 9 quarters.
Rockbridge Investment Management's iShares US Industrials ETF position peaked at $8K in Q2 2021.
221 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2022.

Based on Rockbridge Investment Management's 13F filing for Q3 2022, filed 28 May 2024.