Wealth Advisors’s iShares US Industrials ETF IYJ Stock Holding History

Wealth 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
2023 Q3	$1.65M	Hold	16,356	–	–	0.74%	21
2023 Q2	$1.76M	Sell	16,356 -605	-4%	-$60.4K	0.75%	22
2023 Q1	$1.67M	Sell	16,961 -2,385	-12%	-$238K	0.8%	22
2022 Q4	$1.87M	Sell	19,346 -5,150	-21%	-$486K	0.99%	20
2022 Q3	$2.05M	Sell	24,496 -75	-0.3%	-$7.03K	1.05%	18
2022 Q2	$2.17M	Sell	24,571 -440	-2%	-$42.3K	1.05%	19
2022 Q1	$2.64M	Sell	25,011 -365	-1%	-$38.5K	0.95%	19
2021 Q4	$2.86M	Buy	25,376 +775	+3%	+$85.9K	0.99%	20
2021 Q3	$2.65M	Buy	24,601 +2,880	+13%	+$323K	1.03%	20
2021 Q2	$2.45M	Buy	21,721 +900	+4%	+$99.3K	0.89%	20
2021 Q1	$2.26M	Buy	20,821 +6,056	+41%	+$608K	0.9%	20
2020 Q4	$1.43M	Buy	14,765 +865	+6%	+$78.9K	0.63%	24
2020 Q3	$1.21M	Sell	13,900 -1,000	-7%	-$81.3K	0.56%	26
2020 Q2	$1.14M	Sell	14,900 -980	-6%	-$68.7K	0.61%	25
2020 Q1	$1.01M	Sell	15,880 -13,918	-47%	-$1.08M	0.67%	22
2019 Q4	$2.58M	Buy	+29,798	New	+$2.43M	1.47%	14

Other funds holding IYJ

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

RJFSA

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

Wealth Advisors's IYJ Position: Q3 2023 in Review

Wealth Advisors held its iShares US Industrials ETF (IYJ) position steady in Q3 2023 at 16,356 shares worth $1.65M. The position accounts for 0.74% of the portfolio, ranked #21.

Wealth Advisors first reported a position in IYJ in Q4 2019 and has held it in 16 quarters since. The position peaked at $2.86M in Q4 2021. 255 funds tracked by Wall St. Rank hold IYJ as of Q3 2023.

Wealth Advisors held 16,356 shares of iShares US Industrials ETF worth $1.65M as of Q3 2023.
Wealth Advisors left its iShares US Industrials ETF share count unchanged in Q3 2023.
iShares US Industrials ETF made up 0.74% of Wealth Advisors's portfolio in Q3 2023, its #21 holding.
Wealth Advisors first reported a position in iShares US Industrials ETF in Q4 2019 and has held it in 16 quarters since.
Wealth Advisors's iShares US Industrials ETF position peaked at $2.86M in Q4 2021.
255 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2023.

Based on Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.