TIM
IYJ icon

Tevis Investment Management’s iShares US Industrials ETF IYJ Stock Holding History

Tevis Investment Management’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
Q4 		– Sell
-193
Closed -$16K – 140
2022
Q3 		$16K Hold
193
– – 0.02% 306
2022
Q2 		$17K Sell
193
-1,189
-86% -$114K 0.02% 301
2022
Q1 		$146K Buy
+1,382
New +$146K 0.13% 112

Other funds holding IYJ

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Tevis Investment Management's IYJ Position: Q4 2022 in Review

Tevis Investment Management sold out of iShares US Industrials ETF (IYJ) in Q4 2022, closing a stake of 193 shares — an estimated $16K sold.

Tevis Investment Management first reported a position in IYJ in Q1 2022 and held it in 3 quarters. The position peaked at $146K in Q1 2022. 259 funds tracked by Wall St. Rank hold IYJ as of Q4 2022.

  • Tevis Investment Management reported no remaining iShares US Industrials ETF position as of Q4 2022 after selling out during the quarter.
  • Tevis Investment Management sold 193 iShares US Industrials ETF shares in Q4 2022, an estimated $16K.
  • Tevis Investment Management first reported a position in iShares US Industrials ETF in Q1 2022 and held it in 3 quarters.
  • Tevis Investment Management's iShares US Industrials ETF position peaked at $146K in Q1 2022.
  • 259 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2022.

Based on Tevis Investment Management's 13F filing for Q4 2022, filed 31 Jan 2023.