RPg Family Wealth Advisory’s iShares US Industrials ETF IYJ Stock Holding History

RPg Family Wealth Advisory’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	-50	Closed	-$5.27K	–	212
2022 Q1	$5.27K	Sell	50 -5,385	-99%	-$568K	﹤0.01%	309
2021 Q4	$613K	Sell	5,435 -496	-8%	-$55K	0.24%	61
2021 Q3	$636K	Buy	5,931 +109	+2%	+$12.2K	0.27%	64
2021 Q2	$647K	Buy	+5,822	New	+$642K	0.26%	63
2020 Q4	$575K	Sell	5,920 -6	-0.1%	-$548	0.27%	63
2020 Q3	$495K	Buy	5,926 +14	+0.2%	+$1.14K	0.26%	68
2020 Q2	$446K	Sell	5,912 -1,434	-20%	-$100K	0.27%	70
2020 Q1	$456K	Sell	7,346 -280	-4%	-$21.8K	0.35%	57
2019 Q4	$639K	Buy	7,626 +262	+4%	+$21.4K	0.37%	59
2019 Q3	$585K	Buy	7,364 +78	+1%	+$6.14K	0.35%	57
2019 Q2	$577K	Sell	7,286 -1,128	-13%	-$87.2K	0.34%	56
2019 Q1	$639K	Buy	+8,414	New	+$609K	0.38%	53
2018 Q2	–	Sell	-362	Closed	-$26.3K	–	269
2018 Q1	$26.3K	Sell	362 -148	-29%	-$11.1K	0.02%	177
2017 Q4	$37.6K	Hold	510	–	–	0.03%	155
2017 Q3	$35.3K	Sell	510 -724	-59%	-$48.4K	0.03%	165
2017 Q2	$81.1K	Sell	1,234 -192	-13%	-$12.4K	0.07%	92
2017 Q1	$89.8K	Buy	1,426 +1,174	+466%	+$73.4K	0.07%	82
2016 Q4	$15.2K	Sell	252 -88	-26%	-$5.15K	0.01%	217
2016 Q3	$19.4K	Buy	+340	New	+$19.3K	0.01%	181
2016 Q2	–	Sell	-302	Closed	-$16.2K	–	269
2016 Q1	$16.2K	Buy	+302	New	+$15K	0.01%	208

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 22.96% 1-Year Est. Return

MWM

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

RPg Family Wealth Advisory's IYJ Position: Q2 2022 in Review

RPg Family Wealth Advisory sold out of iShares US Industrials ETF (IYJ) in Q2 2022, closing a stake of 50 shares — an estimated $5.27K sold.

RPg Family Wealth Advisory first reported a position in IYJ in Q1 2016 and held it in 20 quarters. The position peaked at $647K in Q2 2021. 228 funds tracked by Wall St. Rank hold IYJ as of Q2 2022.

RPg Family Wealth Advisory reported no remaining iShares US Industrials ETF position as of Q2 2022 after selling out during the quarter.
RPg Family Wealth Advisory sold 50 iShares US Industrials ETF shares in Q2 2022, an estimated $5.27K.
RPg Family Wealth Advisory first reported a position in iShares US Industrials ETF in Q1 2016 and held it in 20 quarters.
RPg Family Wealth Advisory's iShares US Industrials ETF position peaked at $647K in Q2 2021.
228 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2022.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2022, filed 12 Aug 2022.