Sullivan, Bruyette, Speros & Blaney’s iShares US Industrials ETF IYJ Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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	$210K	Hold	1,984	–	–	0.01%	300
2020 Q4	$193K	Hold	1,984	–	–	0.01%	289
2020 Q3	$166K	Hold	1,984	–	–	0.01%	274
2020 Q2	$150K	Hold	1,984	–	–	0.01%	267
2020 Q1	$123K	Hold	1,984	–	–	0.01%	273
2019 Q4	$166K	Hold	1,984	–	–	0.01%	276
2019 Q3	$158K	Buy	+1,984	New	+$156K	0.01%	274

Other funds holding IYJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

NEIRG

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

Sullivan, Bruyette, Speros & Blaney's IYJ Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney held its iShares US Industrials ETF (IYJ) position steady in Q1 2021 at 1,984 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #300.

Sullivan, Bruyette, Speros & Blaney first reported a position in IYJ in Q3 2019 and has held it in 7 quarters since. 238 funds tracked by Wall St. Rank hold IYJ as of Q1 2021.

Sullivan, Bruyette, Speros & Blaney held 1,984 shares of iShares US Industrials ETF worth $210K as of Q1 2021.
Sullivan, Bruyette, Speros & Blaney left its iShares US Industrials ETF share count unchanged in Q1 2021.
iShares US Industrials ETF made up 0.01% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #300 holding.
Sullivan, Bruyette, Speros & Blaney first reported a position in iShares US Industrials ETF in Q3 2019 and has held it in 7 quarters since.
238 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.