SFSIG
IYJ icon

San Francisco Sentry Investment Group’s iShares US Industrials ETF IYJ Stock Holding History

San Francisco Sentry Investment Group’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
2018
Q2 		– Sell
-780
Closed -$57K – 812
2018
Q1 		$57K Hold
780
– – 0.02% 439
2017
Q4 		$57K Sell
780
-400
-34% -$28.6K 0.02% 428
2017
Q3 		$82K Hold
1,180
– – 0.03% 366
2017
Q2 		$78K Buy
+1,180
New +$76.2K 0.03% 319
2014
Q4 		– Sell
-1,000
Closed -$51K – 298
2014
Q3 		$51K Hold
1,000
– – 0.03% 296
2014
Q2 		$52K Hold
1,000
– – 0.02% 314
2014
Q1 		$50K Hold
1,000
– – 0.02% 362
2013
Q4 		$51K Buy
+1,000
New +$47.7K 0.02% 325

Other funds holding IYJ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return