Sowa Financial Group’s iShares US Industrials ETF IYJ Stock Holding History

Sowa Financial 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
2021 Q1	–	Sell	-192	Closed	-$19K	–	145
2020 Q4	$19K	Hold	192	–	–	0.01%	188
2020 Q3	$16K	Hold	192	–	–	0.01%	194
2020 Q2	$14K	Hold	192	–	–	0.01%	201
2020 Q1	$12K	Hold	192	–	–	0.01%	194
2019 Q4	$16K	Buy	+192	New	+$15.7K	0.01%	193

Other funds holding IYJ

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

NEIRG

New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return

Sowa Financial Group's IYJ Position: Q1 2021 in Review

Sowa Financial Group sold out of iShares US Industrials ETF (IYJ) in Q1 2021, closing a stake of 192 shares — an estimated $19K sold.

Sowa Financial Group first reported a position in IYJ in Q4 2019 and held it in 5 quarters. The position peaked at $19K in Q4 2020. 238 funds tracked by Wall St. Rank hold IYJ as of Q1 2021.

Sowa Financial Group reported no remaining iShares US Industrials ETF position as of Q1 2021 after selling out during the quarter.
Sowa Financial Group sold 192 iShares US Industrials ETF shares in Q1 2021, an estimated $19K.
Sowa Financial Group first reported a position in iShares US Industrials ETF in Q4 2019 and held it in 5 quarters.
Sowa Financial Group's iShares US Industrials ETF position peaked at $19K in Q4 2020.
238 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2021.

Based on Sowa Financial Group's 13F filing for Q1 2021, filed 7 Apr 2021.