UFA
IYJ icon

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

US 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
2016
Q2 		$2.45M Hold
45,686
– – 4.91% 5
2016
Q1 		$2.45M Buy
45,686
+43,292
+1,808% +$2.15M 4.25% 5
2015
Q4 		$123K Buy
2,394
+1,938
+425% +$101K 0.12% 83
2015
Q3 		$22K Hold
456
– – 0.04% 193
2015
Q2 		$24K Hold
456
– – 0.02% 163
2015
Q1 		$25K Sell
456
-28
-6% -$1.5K 0.02% 170
2014
Q4 		$26K Buy
+484
New +$25.2K 0.02% 165

Other funds holding IYJ

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $92.2B AUM 15.8% 1-Year Est. Return
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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return