SOA Wealth Advisors’s iShares US Industrials ETF IYJ Stock Holding History

SOA Wealth 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	-91	Closed	-$7K	–	997
2022 Q3	$7K	Hold	91	–	–	﹤0.01%	558
2022 Q2	$8K	Buy	91 +1	+1%	+$96	﹤0.01%	525
2022 Q1	$9K	Hold	90	–	–	﹤0.01%	607
2021 Q4	$10K	Hold	90	–	–	﹤0.01%	570
2021 Q3	$9K	Hold	90	–	–	﹤0.01%	611
2021 Q2	$10K	Buy	+90	New	+$9.93K	﹤0.01%	576

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

SOA Wealth Advisors's IYJ Position: Q4 2022 in Review

SOA Wealth Advisors sold out of iShares US Industrials ETF (IYJ) in Q4 2022, closing a stake of 91 shares — an estimated $7K sold.

SOA Wealth Advisors first reported a position in IYJ in Q2 2021 and held it in 6 quarters. The position peaked at $10K in Q4 2021. 259 funds tracked by Wall St. Rank hold IYJ as of Q4 2022.

SOA Wealth Advisors reported no remaining iShares US Industrials ETF position as of Q4 2022 after selling out during the quarter.
SOA Wealth Advisors sold 91 iShares US Industrials ETF shares in Q4 2022, an estimated $7K.
SOA Wealth Advisors first reported a position in iShares US Industrials ETF in Q2 2021 and held it in 6 quarters.
SOA Wealth Advisors's iShares US Industrials ETF position peaked at $10K in Q4 2021.
259 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2022.

Based on SOA Wealth Advisors's 13F filing for Q4 2022, filed 10 Jan 2023.