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SII Investments’s iShares US Industrials ETF IYJ Stock Holding History

SII Investments’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
Q1 		– Sell
-11,480
Closed -$847K – 176
2017
Q4 		$847K Buy
11,480
+2,002
+21% +$143K 0.09% 174
2017
Q3 		$662K Sell
9,478
-2,954
-24% -$198K 0.04% 294
2017
Q2 		$821K Sell
12,432
-124
-1% -$8K 0.05% 242
2017
Q1 		$788K Buy
12,556
+3,384
+37% +$211K 0.05% 237
2016
Q4 		$552K Buy
9,172
+1,490
+19% +$87.2K 0.04% 288
2016
Q3 		$441K Sell
7,682
-2,442
-24% -$139K 0.03% 342
2016
Q2 		$554K Buy
10,124
+1,900
+23% +$103K 0.05% 289
2016
Q1 		$442K Buy
+8,224
New +$409K 0.04% 333
2015
Q4 		– Sell
-8,516
Closed -$412K – 500
2015
Q3 		$412K Buy
8,516
+86
+1% +$4.39K 0.05% 324
2015
Q2 		$445K Sell
8,430
-1,704
-17% -$92.6K 0.05% 312
2015
Q1 		$547K Sell
10,134
-350
-3% -$18.8K 0.07% 268
2014
Q4 		$562K Buy
10,484
+506
+5% +$26.3K 0.07% 237
2014
Q3 		$503K Sell
9,978
-340
-3% -$17.5K 0.07% 259
2014
Q2 		$532K Sell
10,318
-18,846
-65% -$961K 0.08% 254
2014
Q1 		$1.42M Buy
29,164
+2,922
+11% +$145K 0.26% 98
2013
Q4 		$1.33M Buy
26,242
+3,982
+18% +$190K 0.24% 109
2013
Q3 		$1.01M Sell
22,260
-914
-4% -$40.3K 0.24% 111
2013
Q2 		$961K Buy
+23,174
New +$959K 0.21% 135

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
NEIRG
New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SII Investments's IYJ Position: Q1 2018 in Review

SII Investments sold out of iShares US Industrials ETF (IYJ) in Q1 2018, closing a stake of 11,480 shares — an estimated $847K sold.

SII Investments first reported a position in IYJ in Q2 2013 and held it in 18 quarters. The position peaked at $1.42M in Q1 2014. 162 funds tracked by Wall St. Rank hold IYJ as of Q1 2018.

  • SII Investments reported no remaining iShares US Industrials ETF position as of Q1 2018 after selling out during the quarter.
  • SII Investments sold 11,480 iShares US Industrials ETF shares in Q1 2018, an estimated $847K.
  • SII Investments first reported a position in iShares US Industrials ETF in Q2 2013 and held it in 18 quarters.
  • SII Investments's iShares US Industrials ETF position peaked at $1.42M in Q1 2014.
  • 162 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2018.

Based on SII Investments's 13F filing for Q1 2018.