TFA
IYJ icon

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

Transamerica 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
2020
Q3 		– Sell
-6
Closed -$1K – 343
2020
Q2 		$1K Buy
+6
New +$420 ﹤0.01% 421
2019
Q3 		– Sell
-6
Closed -$1K – 327
2019
Q2 		$1K Buy
+6
New +$464 ﹤0.01% 477
2019
Q1 		– Sell
-4
Closed -$1K – 289
2018
Q4 		$1K Buy
4
+2
+100% +$140 ﹤0.01% 442
2018
Q3 		$1K Hold
2
– – ﹤0.01% 447
2018
Q2 		$1K Sell
2
-4
-67% -$293 ﹤0.01% 415
2018
Q1 		$1K Hold
6
– – ﹤0.01% 393
2017
Q4 		$1K Hold
6
– – ﹤0.01% 373
2017
Q3 		$1K Hold
6
– – ﹤0.01% 368
2017
Q2 		$1K Hold
6
– – ﹤0.01% 343
2017
Q1 		$1K Sell
6
-26
-81% -$1.63K ﹤0.01% 341
2016
Q4 		$2K Buy
32
+30
+1,500% +$1.75K ﹤0.01% 302
2016
Q3 		$1K Hold
2
– – ﹤0.01% 381
2016
Q2 		$1K Buy
+2
New +$109 ﹤0.01% 350
2016
Q1 		– Sell
-2
Closed -$1K – 811
2015
Q4 		$1K Sell
2
-60
-97% -$3.12K ﹤0.01% 762
2015
Q3 		$3K Sell
62
-6,570
-99% -$336K ﹤0.01% 684
2015
Q2 		$350K Sell
6,632
-11,854
-64% -$644K 0.03% 269
2015
Q1 		$997K Buy
18,486
+17,634
+2,070% +$945K 0.07% 171
2014
Q4 		$46K Sell
852
-1,174,694
-100% -$61.1M ﹤0.01% 369
2014
Q3 		$59.4M Buy
1,175,546
+246,354
+27% +$12.7M 5.37% 5
2014
Q2 		$48.1M Buy
929,192
+927,216
+46,924% +$47.3M 4.19% 8
2014
Q1 		$100K Sell
1,976
-728,754
-100% -$36.3M 0.01% 297
2013
Q4 		$37M Buy
730,730
+148,566
+26% +$7.09M 4.02% 7
2013
Q3 		$26.3M Buy
582,164
+156,848
+37% +$6.92M 3.42% 7
2013
Q2 		$17.6M Buy
+425,316
New +$17.6M 2.88% 8

Other funds holding IYJ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Transamerica Financial Advisors's IYJ Position: Q3 2020 in Review

Transamerica Financial Advisors sold out of iShares US Industrials ETF (IYJ) in Q3 2020, closing a stake of 6 shares — an estimated $1K sold.

Transamerica Financial Advisors first reported a position in IYJ in Q2 2013 and held it in 24 quarters. The position peaked at $59.4M in Q3 2014. 180 funds tracked by Wall St. Rank hold IYJ as of Q3 2020.

  • Transamerica Financial Advisors reported no remaining iShares US Industrials ETF position as of Q3 2020 after selling out during the quarter.
  • Transamerica Financial Advisors sold 6 iShares US Industrials ETF shares in Q3 2020, an estimated $1K.
  • Transamerica Financial Advisors first reported a position in iShares US Industrials ETF in Q2 2013 and held it in 24 quarters.
  • Transamerica Financial Advisors's iShares US Industrials ETF position peaked at $59.4M in Q3 2014.
  • 180 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2020.

Based on Transamerica Financial Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.