Verity Asset Management’s iShares US Industrials ETF IYJ Stock Holding History

Verity Asset Management’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
2021 Q1	–	Sell	-3,300	Closed	-$320K	–	221
2020 Q4	$320K	Buy	+3,300	New	+$301K	0.22%	113
2018 Q2	–	Sell	-2,976	Closed	-$216K	–	125
2018 Q1	$216K	Buy	+2,976	New	+$224K	0.2%	103
2015 Q1	–	Sell	-5,934	Closed	-$316K	–	96
2014 Q4	$316K	Buy	+5,934	New	+$308K	0.3%	51

Other funds holding IYJ

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

NEIRG

New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return

Verity Asset Management's IYJ Position: Q1 2021 in Review

Verity Asset Management sold out of iShares US Industrials ETF (IYJ) in Q1 2021, closing a stake of 3,300 shares — an estimated $320K sold.

Verity Asset Management first reported a position in IYJ in Q4 2014 and held it in 3 quarters. The position peaked at $320K in Q4 2020. 238 funds tracked by Wall St. Rank hold IYJ as of Q1 2021.

Verity Asset Management reported no remaining iShares US Industrials ETF position as of Q1 2021 after selling out during the quarter.
Verity Asset Management sold 3,300 iShares US Industrials ETF shares in Q1 2021, an estimated $320K.
Verity Asset Management first reported a position in iShares US Industrials ETF in Q4 2014 and held it in 3 quarters.
Verity Asset Management's iShares US Industrials ETF position peaked at $320K in Q4 2020.
238 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2021.

Based on Verity Asset Management's 13F filing for Q1 2021, filed 10 May 2021.