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Strategic Wealth Partners’s iShares US Industrials ETF IYJ Stock Holding History

Strategic Wealth Partners’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
2019
Q4 		– Sell
-84
Closed -$6 – 319
2019
Q3 		$6 Hold
84
– – ﹤0.01% 624
2019
Q2 		$6K Hold
84
– – ﹤0.01% 614
2019
Q1 		$7K Hold
84
– – ﹤0.01% 593
2018
Q4 		$6K Hold
84
– – ﹤0.01% 542
2018
Q3 		$7K Hold
84
– – ﹤0.01% 533
2018
Q2 		$6K Hold
84
– – ﹤0.01% 617
2018
Q1 		$6K Sell
84
-2
-2% -$150 ﹤0.01% 616
2017
Q4 		$6K Buy
+86
New +$6.14K ﹤0.01% 583

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Strategic Wealth Partners's IYJ Position: Q4 2019 in Review

Strategic Wealth Partners sold out of iShares US Industrials ETF (IYJ) in Q4 2019, closing a stake of 84 shares — an estimated $6 sold.

Strategic Wealth Partners first reported a position in IYJ in Q4 2017 and held it in 8 quarters. The position peaked at $7K in Q1 2019. 190 funds tracked by Wall St. Rank hold IYJ as of Q4 2019.

  • Strategic Wealth Partners reported no remaining iShares US Industrials ETF position as of Q4 2019 after selling out during the quarter.
  • Strategic Wealth Partners sold 84 iShares US Industrials ETF shares in Q4 2019, an estimated $6.
  • Strategic Wealth Partners first reported a position in iShares US Industrials ETF in Q4 2017 and held it in 8 quarters.
  • Strategic Wealth Partners's iShares US Industrials ETF position peaked at $7K in Q1 2019.
  • 190 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2019.

Based on Strategic Wealth Partners's 13F filing for Q4 2019, filed 30 Jan 2020.