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Simon Quick Advisors’s iShares US Industrials ETF IYJ Stock Holding History

Simon Quick 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
2021
Q4 		– Sell
-30
Closed -$3K – 395
2021
Q3 		$3K Hold
30
– – ﹤0.01% 390
2021
Q2 		$3K Buy
+30
New +$3.31K ﹤0.01% 411

Other funds holding IYJ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NWM
NEIRG Wealth Management North Andover, Massachusetts $542M AUM 10.92% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Simon Quick Advisors's IYJ Position: Q4 2021 in Review

Simon Quick Advisors sold out of iShares US Industrials ETF (IYJ) in Q4 2021, closing a stake of 30 shares — an estimated $3K sold.

Simon Quick Advisors first reported a position in IYJ in Q2 2021 and held it in 2 quarters. The position peaked at $3K in Q3 2021. 263 funds tracked by Wall St. Rank hold IYJ as of Q4 2021.

  • Simon Quick Advisors reported no remaining iShares US Industrials ETF position as of Q4 2021 after selling out during the quarter.
  • Simon Quick Advisors sold 30 iShares US Industrials ETF shares in Q4 2021, an estimated $3K.
  • Simon Quick Advisors first reported a position in iShares US Industrials ETF in Q2 2021 and held it in 2 quarters.
  • Simon Quick Advisors's iShares US Industrials ETF position peaked at $3K in Q3 2021.
  • 263 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2021.

Based on Simon Quick Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.