Vivid Financial Management’s iShares US Industrials ETF IYJ Stock Holding History

Vivid Financial 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 Q4	$2.69M	Buy	23,826 +550	+2%	+$61K	1%	24
2021 Q3	$2.49M	Buy	23,276 +1,004	+5%	+$113K	1.02%	23
2021 Q2	$2.48M	Buy	22,272 +2,083	+10%	+$230K	1.02%	23
2021 Q1	$2.13M	Buy	20,189 +6,948	+52%	+$697K	0.98%	25
2020 Q4	$1.29M	Buy	+13,241	New	+$1.21M	0.62%	31

Other funds holding IYJ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NWM

NEIRG Wealth Management North Andover, Massachusetts $542M AUM 10.92% 1-Year Est. Return

RJFSA

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

Vivid Financial Management's IYJ Position: Q4 2021 in Review

Vivid Financial Management increased its iShares US Industrials ETF (IYJ) stake by 2.4% in Q4 2021, buying an estimated $61K and bringing the position to 23,826 shares worth $2.69M. The position accounts for 1% of the portfolio, ranked #24.

Vivid Financial Management first reported a position in IYJ in Q4 2020 and has held it in 5 quarters since. 263 funds tracked by Wall St. Rank hold IYJ as of Q4 2021.

Vivid Financial Management held 23,826 shares of iShares US Industrials ETF worth $2.69M as of Q4 2021.
Vivid Financial Management bought 550 iShares US Industrials ETF shares in Q4 2021, an estimated $61K.
iShares US Industrials ETF made up 1% of Vivid Financial Management's portfolio in Q4 2021, its #24 holding.
Vivid Financial Management first reported a position in iShares US Industrials ETF in Q4 2020 and has held it in 5 quarters since.
263 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2021.

Based on Vivid Financial Management's 13F filing for Q4 2021, filed 21 Jan 2022.