TCI Wealth Advisors’s iShares US Industrials ETF IYJ Stock Holding History

TCI Wealth 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
2021 Q4	–	Sell	-283	Closed	-$30K	–	2413
2021 Q3	$30K	Buy	+283	New	+$31.8K	﹤0.01%	543
2021 Q1	–	Sell	-40	Closed	-$4K	–	2199
2020 Q4	$4K	Buy	+40	New	+$3.65K	﹤0.01%	975
2014 Q2	–	Sell	-66	Closed	-$3K	–	913
2014 Q1	$3K	Hold	66	–	–	﹤0.01%	649
2013 Q4	$3K	Buy	+66	New	+$3.15K	﹤0.01%	654

Other funds holding IYJ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

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

NWM

NEIRG Wealth Management North Andover, Massachusetts $542M AUM 10.92% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

TCI Wealth Advisors's IYJ Position: Q4 2021 in Review

TCI Wealth Advisors sold out of iShares US Industrials ETF (IYJ) in Q4 2021, closing a stake of 283 shares — an estimated $30K sold.

TCI Wealth Advisors first reported a position in IYJ in Q4 2013 and held it in 4 quarters. The position peaked at $30K in Q3 2021. 263 funds tracked by Wall St. Rank hold IYJ as of Q4 2021.

TCI Wealth Advisors reported no remaining iShares US Industrials ETF position as of Q4 2021 after selling out during the quarter.
TCI Wealth Advisors sold 283 iShares US Industrials ETF shares in Q4 2021, an estimated $30K.
TCI Wealth Advisors first reported a position in iShares US Industrials ETF in Q4 2013 and held it in 4 quarters.
TCI Wealth Advisors's iShares US Industrials ETF position peaked at $30K in Q3 2021.
263 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2021.

Based on TCI Wealth Advisors's 13F filing for Q4 2021, filed 24 Jan 2022.