TrinityPoint Wealth’s iShares US Industrials ETF IYJ Stock Holding History

TrinityPoint Wealth’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 Q2	–	Sell	-12,714	Closed	-$1.34M	–	297
2022 Q1	$1.34M	Sell	12,714 -1,729	-12%	-$182K	0.24%	88
2021 Q4	$1.63M	Sell	14,443 -333	-2%	-$36.9K	0.29%	79
2021 Q3	$1.58M	Buy	14,776 +365	+3%	+$41K	0.3%	77
2021 Q2	$1.6M	Buy	14,411 +3,484	+32%	+$384K	0.33%	76
2021 Q1	$1.16M	Buy	+10,927	New	+$1.1M	0.27%	89

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

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

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

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

RJFSA

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

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

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

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

TrinityPoint Wealth's IYJ Position: Q2 2022 in Review

TrinityPoint Wealth sold out of iShares US Industrials ETF (IYJ) in Q2 2022, closing a stake of 12,714 shares — an estimated $1.34M sold.

TrinityPoint Wealth first reported a position in IYJ in Q1 2021 and held it in 5 quarters. The position peaked at $1.63M in Q4 2021. 228 funds tracked by Wall St. Rank hold IYJ as of Q2 2022.

TrinityPoint Wealth reported no remaining iShares US Industrials ETF position as of Q2 2022 after selling out during the quarter.
TrinityPoint Wealth sold 12,714 iShares US Industrials ETF shares in Q2 2022, an estimated $1.34M.
TrinityPoint Wealth first reported a position in iShares US Industrials ETF in Q1 2021 and held it in 5 quarters.
TrinityPoint Wealth's iShares US Industrials ETF position peaked at $1.63M in Q4 2021.
228 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2022.

Based on TrinityPoint Wealth's 13F filing for Q2 2022, filed 5 Aug 2022.