Sage Mountain Advisors’s iShares US Industrials ETF IYJ Stock Holding History

Sage Mountain Advisors’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 Q4	–	Sell	-682	Closed	-$57K	–	306
2022 Q3	$57K	Hold	682	–	–	0.02%	286
2022 Q2	$60K	Hold	682	–	–	0.01%	534
2022 Q1	$72K	Hold	682	–	–	0.01%	545
2021 Q4	$77K	Hold	682	–	–	0.01%	598
2021 Q3	$73K	Buy	+682	New	+$76.5K	0.01%	506

Other funds holding IYJ

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Sage Mountain Advisors's IYJ Position: Q4 2022 in Review

Sage Mountain Advisors sold out of iShares US Industrials ETF (IYJ) in Q4 2022, closing a stake of 682 shares — an estimated $57K sold.

Sage Mountain Advisors first reported a position in IYJ in Q3 2021 and held it in 5 quarters. The position peaked at $77K in Q4 2021. 259 funds tracked by Wall St. Rank hold IYJ as of Q4 2022.

Sage Mountain Advisors reported no remaining iShares US Industrials ETF position as of Q4 2022 after selling out during the quarter.
Sage Mountain Advisors sold 682 iShares US Industrials ETF shares in Q4 2022, an estimated $57K.
Sage Mountain Advisors first reported a position in iShares US Industrials ETF in Q3 2021 and held it in 5 quarters.
Sage Mountain Advisors's iShares US Industrials ETF position peaked at $77K in Q4 2021.
259 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2022.

Based on Sage Mountain Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.