Sargent Bickham Lagudis’s iShares US Industrials ETF IYJ Stock Holding History

Sargent Bickham Lagudis’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	$45.9K	Hold	476	–	–	﹤0.01%	456
2022 Q3	$40K	Hold	476	–	–	﹤0.01%	455
2022 Q2	$42K	Hold	476	–	–	﹤0.01%	455
2022 Q1	$50K	Hold	476	–	–	﹤0.01%	455
2021 Q4	$54K	Hold	476	–	–	﹤0.01%	436
2021 Q3	$51K	Hold	476	–	–	﹤0.01%	440
2021 Q2	$53K	Hold	476	–	–	﹤0.01%	442
2021 Q1	$50K	Hold	476	–	–	﹤0.01%	434
2020 Q4	$46K	Hold	476	–	–	﹤0.01%	438
2020 Q3	$40K	Hold	476	–	–	﹤0.01%	418
2020 Q2	$36K	Hold	476	–	–	﹤0.01%	405
2020 Q1	$30K	Hold	476	–	–	﹤0.01%	402
2019 Q4	$40K	Hold	476	–	–	﹤0.01%	417
2019 Q3	$38K	Hold	476	–	–	﹤0.01%	381
2019 Q2	$38K	Hold	476	–	–	﹤0.01%	404
2019 Q1	$36K	Hold	476	–	–	﹤0.01%	432
2018 Q4	$31K	Hold	476	–	–	﹤0.01%	428
2018 Q3	$37K	Hold	476	–	–	﹤0.01%	407
2018 Q2	$34K	Hold	476	–	–	﹤0.01%	413
2018 Q1	$35K	Hold	476	–	–	﹤0.01%	413
2017 Q4	$35K	Hold	476	–	–	﹤0.01%	420
2017 Q3	$33K	Hold	476	–	–	﹤0.01%	431
2017 Q2	$31K	Hold	476	–	–	﹤0.01%	427
2017 Q1	$30K	Hold	476	–	–	﹤0.01%	432
2016 Q4	$29K	Hold	476	–	–	﹤0.01%	414
2016 Q3	$27K	Hold	476	–	–	﹤0.01%	439
2016 Q2	$26K	Hold	476	–	–	﹤0.01%	423
2016 Q1	$25K	Buy	+476	New	+$23.7K	﹤0.01%	452

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 22.96% 1-Year Est. Return

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

Sargent Bickham Lagudis's IYJ Position: Q4 2022 in Review

Sargent Bickham Lagudis held its iShares US Industrials ETF (IYJ) position steady in Q4 2022 at 476 shares worth $45.9K. The position accounts for ﹤0.01% of the portfolio, ranked #456.

Sargent Bickham Lagudis first reported a position in IYJ in Q1 2016 and has held it in 28 quarters since. The position peaked at $54K in Q4 2021. 259 funds tracked by Wall St. Rank hold IYJ as of Q4 2022.

Sargent Bickham Lagudis held 476 shares of iShares US Industrials ETF worth $45.9K as of Q4 2022.
Sargent Bickham Lagudis left its iShares US Industrials ETF share count unchanged in Q4 2022.
iShares US Industrials ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #456 holding.
Sargent Bickham Lagudis first reported a position in iShares US Industrials ETF in Q1 2016 and has held it in 28 quarters since.
Sargent Bickham Lagudis's iShares US Industrials ETF position peaked at $54K in Q4 2021.
259 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.