Wealth & Pension Services Group’s iShares US Industrials ETF IYJ Stock Holding History

Wealth & Pension Services Group’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
2019 Q3	$283K	Sell	3,566 -206	-5%	-$16.2K	0.21%	101
2019 Q2	$298K	Sell	3,772 -68	-2%	-$5.26K	0.22%	95
2019 Q1	$291K	Buy	3,840 +2	+0.1%	+$145	0.23%	92
2018 Q4	$247K	Sell	3,838 -5,506	-59%	-$387K	0.22%	91
2018 Q3	$729K	Buy	+9,344	New	+$710K	0.73%	40

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Wealth & Pension Services Group's IYJ Position: Q3 2019 in Review

Wealth & Pension Services Group reduced its iShares US Industrials ETF (IYJ) stake by 5.5% in Q3 2019, selling an estimated $16.2K and leaving 3,566 shares worth $283K. The position accounts for 0.21% of the portfolio, ranked #101.

Wealth & Pension Services Group first reported a position in IYJ in Q3 2018 and has held it in 5 quarters since. The position peaked at $729K in Q3 2018. 159 funds tracked by Wall St. Rank hold IYJ as of Q3 2019.

Wealth & Pension Services Group held 3,566 shares of iShares US Industrials ETF worth $283K as of Q3 2019.
Wealth & Pension Services Group sold 206 iShares US Industrials ETF shares in Q3 2019, an estimated $16.2K.
iShares US Industrials ETF made up 0.21% of Wealth & Pension Services Group's portfolio in Q3 2019, its #101 holding.
Wealth & Pension Services Group first reported a position in iShares US Industrials ETF in Q3 2018 and has held it in 5 quarters since.
Wealth & Pension Services Group's iShares US Industrials ETF position peaked at $729K in Q3 2018.
159 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2019.

Based on Wealth & Pension Services Group's 13F filing for Q3 2019, filed 19 Nov 2019.