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Stewardship Financial Advisors’s iShares US Industrials ETF IYJ Stock Holding History

Stewardship Financial 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
2018
Q4 		– Sell
-72
Closed -$6K – 71
2018
Q3 		$6K Buy
+72
New +$5.47K ﹤0.01% 71

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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Stewardship Financial Advisors's IYJ Position: Q4 2018 in Review

Stewardship Financial Advisors sold out of iShares US Industrials ETF (IYJ) in Q4 2018, closing a stake of 72 shares — an estimated $6K sold.

Stewardship Financial Advisors first reported a position in IYJ in Q3 2018 and held it in 1 quarter. The position peaked at $6K in Q3 2018. 153 funds tracked by Wall St. Rank hold IYJ as of Q4 2018.

  • Stewardship Financial Advisors reported no remaining iShares US Industrials ETF position as of Q4 2018 after selling out during the quarter.
  • Stewardship Financial Advisors sold 72 iShares US Industrials ETF shares in Q4 2018, an estimated $6K.
  • Stewardship Financial Advisors first reported a position in iShares US Industrials ETF in Q3 2018 and held it in 1 quarter.
  • Stewardship Financial Advisors's iShares US Industrials ETF position peaked at $6K in Q3 2018.
  • 153 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2018.

Based on Stewardship Financial Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.