VFS
IYJ icon

VSR Financial Services’s iShares US Industrials ETF IYJ Stock Holding History

VSR Financial Services’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
2015
Q3 		– Sell
-10,252
Closed -$540K – 603
2015
Q2 		$540K Sell
10,252
-3,204
-24% -$174K 0.06% 326
2015
Q1 		$726K Buy
+13,456
New +$721K 0.08% 279
2013
Q4 		– Sell
-8,432
Closed -$382K – 584
2013
Q3 		$382K Sell
8,432
-14,672
-64% -$647K 0.07% 331
2013
Q2 		$958K Buy
+23,104
New +$956K 0.19% 133

Other funds holding IYJ

BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

VSR Financial Services's IYJ Position: Q3 2015 in Review

VSR Financial Services sold out of iShares US Industrials ETF (IYJ) in Q3 2015, closing a stake of 10,252 shares — an estimated $540K sold.

VSR Financial Services first reported a position in IYJ in Q2 2013 and held it in 4 quarters. The position peaked at $958K in Q2 2013. 91 funds tracked by Wall St. Rank hold IYJ as of Q3 2015.

  • VSR Financial Services reported no remaining iShares US Industrials ETF position as of Q3 2015 after selling out during the quarter.
  • VSR Financial Services sold 10,252 iShares US Industrials ETF shares in Q3 2015, an estimated $540K.
  • VSR Financial Services first reported a position in iShares US Industrials ETF in Q2 2013 and held it in 4 quarters.
  • VSR Financial Services's iShares US Industrials ETF position peaked at $958K in Q2 2013.
  • 91 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2015.

Based on VSR Financial Services's 13F filing for Q3 2015, filed 26 Oct 2015.