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

Teamwork 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
2022 Q3	–	Sell	-5,814	Closed	-$512K	–	217
2022 Q2	$512K	Buy	5,814 +1,109	+24%	+$107K	0.11%	130
2022 Q1	$496K	Sell	4,705 -8,211	-64%	-$867K	0.09%	173
2021 Q4	$1.46M	Buy	12,916 +296	+2%	+$32.8K	0.27%	78
2021 Q3	$1.35M	Buy	12,620 +785	+7%	+$88.1K	0.27%	76
2021 Q2	$1.31M	Buy	11,835 +2,324	+24%	+$256K	0.27%	72
2021 Q1	$1M	Sell	9,511 -3,061	-24%	-$307K	0.24%	88
2020 Q4	$1.22M	Buy	12,572 +1,220	+11%	+$111K	0.29%	72
2020 Q3	$949K	Buy	+11,352	New	+$923K	0.29%	74

Other funds holding IYJ

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RJFSA

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Teamwork Financial Advisors's IYJ Position: Q3 2022 in Review

Teamwork Financial Advisors sold out of iShares US Industrials ETF (IYJ) in Q3 2022, closing a stake of 5,814 shares — an estimated $512K sold.

Teamwork Financial Advisors first reported a position in IYJ in Q3 2020 and held it in 8 quarters. The position peaked at $1.46M in Q4 2021. 221 funds tracked by Wall St. Rank hold IYJ as of Q3 2022.

Teamwork Financial Advisors reported no remaining iShares US Industrials ETF position as of Q3 2022 after selling out during the quarter.
Teamwork Financial Advisors sold 5,814 iShares US Industrials ETF shares in Q3 2022, an estimated $512K.
Teamwork Financial Advisors first reported a position in iShares US Industrials ETF in Q3 2020 and held it in 8 quarters.
Teamwork Financial Advisors's iShares US Industrials ETF position peaked at $1.46M in Q4 2021.
221 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2022.

Based on Teamwork Financial Advisors's 13F filing for Q3 2022, filed 12 Oct 2022.