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Stuart Chaussee & Associates’s iShares US Industrials ETF IYJ Stock Holding History

Stuart Chaussee & Associates’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
Q3 		– Sell
-352
Closed -$39K – 151
2021
Q2 		$39K Buy
+352
New +$38.8K 0.02% 51

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NEIRG
New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Stuart Chaussee & Associates's IYJ Position: Q3 2021 in Review

Stuart Chaussee & Associates sold out of iShares US Industrials ETF (IYJ) in Q3 2021, closing a stake of 352 shares — an estimated $39K sold.

Stuart Chaussee & Associates first reported a position in IYJ in Q2 2021 and held it in 1 quarter. The position peaked at $39K in Q2 2021. 238 funds tracked by Wall St. Rank hold IYJ as of Q3 2021.

  • Stuart Chaussee & Associates reported no remaining iShares US Industrials ETF position as of Q3 2021 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 352 iShares US Industrials ETF shares in Q3 2021, an estimated $39K.
  • Stuart Chaussee & Associates first reported a position in iShares US Industrials ETF in Q2 2021 and held it in 1 quarter.
  • Stuart Chaussee & Associates's iShares US Industrials ETF position peaked at $39K in Q2 2021.
  • 238 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2021.

Based on Stuart Chaussee & Associates's 13F filing for Q3 2021, filed 10 Nov 2021.