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WealthBridge Capital Management’s iShares US Industrials ETF IYJ Stock Holding History

WealthBridge Capital 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
2019
Q2 		– Sell
-778
Closed -$60K – 496
2019
Q1 		$60K Hold
778
– – 0.04% 263
2018
Q4 		$50K Buy
+778
New +$54.6K 0.04% 247

Other funds holding IYJ

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.3B AUM 67.69% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

WealthBridge Capital Management's IYJ Position: Q2 2019 in Review

WealthBridge Capital Management sold out of iShares US Industrials ETF (IYJ) in Q2 2019, closing a stake of 778 shares — an estimated $60K sold.

WealthBridge Capital Management first reported a position in IYJ in Q4 2018 and held it in 2 quarters. The position peaked at $60K in Q1 2019. 162 funds tracked by Wall St. Rank hold IYJ as of Q2 2019.

  • WealthBridge Capital Management reported no remaining iShares US Industrials ETF position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 778 iShares US Industrials ETF shares in Q2 2019, an estimated $60K.
  • WealthBridge Capital Management first reported a position in iShares US Industrials ETF in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's iShares US Industrials ETF position peaked at $60K in Q1 2019.
  • 162 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.