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

Valeo 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
-86
Closed -$6K – 1868
2020
Q2 		$6K Sell
86
-100
-54% -$7.01K ﹤0.01% 1455
2020
Q1 		$12K Buy
186
+102
+121% +$7.95K ﹤0.01% 1032
2019
Q4 		$7K Hold
84
– – ﹤0.01% 1200
2019
Q3 		$7K Buy
+84
New +$6.62K ﹤0.01% 1118

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

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

Valeo Financial Advisors sold out of iShares US Industrials ETF (IYJ) in Q3 2020, closing a stake of 86 shares — an estimated $6K sold.

Valeo Financial Advisors first reported a position in IYJ in Q3 2019 and held it in 4 quarters. The position peaked at $12K in Q1 2020. 180 funds tracked by Wall St. Rank hold IYJ as of Q3 2020.

  • Valeo Financial Advisors reported no remaining iShares US Industrials ETF position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 86 iShares US Industrials ETF shares in Q3 2020, an estimated $6K.
  • Valeo Financial Advisors first reported a position in iShares US Industrials ETF in Q3 2019 and held it in 4 quarters.
  • Valeo Financial Advisors's iShares US Industrials ETF position peaked at $12K in Q1 2020.
  • 180 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.