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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return