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Romano Brothers & Co’s iShares US Industrials ETF IYJ Stock Holding History

Romano Brothers & Co’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
2023
Q1 		– Sell
-774
Closed -$74.7K – 632
2022
Q4 		$74.7K Buy
+774
New +$73K 0.01% 411

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Romano Brothers & Co's IYJ Position: Q1 2023 in Review

Romano Brothers & Co sold out of iShares US Industrials ETF (IYJ) in Q1 2023, closing a stake of 774 shares — an estimated $74.7K sold.

Romano Brothers & Co first reported a position in IYJ in Q4 2022 and held it in 1 quarter. The position peaked at $74.7K in Q4 2022. 253 funds tracked by Wall St. Rank hold IYJ as of Q1 2023.

  • Romano Brothers & Co reported no remaining iShares US Industrials ETF position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 774 iShares US Industrials ETF shares in Q1 2023, an estimated $74.7K.
  • Romano Brothers & Co first reported a position in iShares US Industrials ETF in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's iShares US Industrials ETF position peaked at $74.7K in Q4 2022.
  • 253 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.