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 Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

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

US Financial Advisors's IYJ Position: Q2 2016 in Review

US Financial Advisors held its iShares US Industrials ETF (IYJ) position steady in Q2 2016 at 45,686 shares worth $2.45M. The position accounts for 4.91% of the portfolio, ranked #5.

US Financial Advisors first reported a position in IYJ in Q4 2014 and has held it in 7 quarters since. 106 funds tracked by Wall St. Rank hold IYJ as of Q2 2016.

US Financial Advisors held 45,686 shares of iShares US Industrials ETF worth $2.45M as of Q2 2016.
US Financial Advisors left its iShares US Industrials ETF share count unchanged in Q2 2016.
iShares US Industrials ETF made up 4.91% of US Financial Advisors's portfolio in Q2 2016, its #5 holding.
US Financial Advisors first reported a position in iShares US Industrials ETF in Q4 2014 and has held it in 7 quarters since.
106 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.