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WealthOne’s iShares US Industrials ETF IYJ Stock Holding History

WealthOne’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
Q2 		– Sell
-2,192
Closed -$220K – 116
2023
Q1 		$220K Sell
2,192
-1,079
-33% -$108K 0.09% 101
2022
Q4 		$316K Buy
+3,271
New +$308K 0.13% 78

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

WealthOne's IYJ Position: Q2 2023 in Review

WealthOne sold out of iShares US Industrials ETF (IYJ) in Q2 2023, closing a stake of 2,192 shares — an estimated $220K sold.

WealthOne first reported a position in IYJ in Q4 2022 and held it in 2 quarters. The position peaked at $316K in Q4 2022. 264 funds tracked by Wall St. Rank hold IYJ as of Q2 2023.

  • WealthOne reported no remaining iShares US Industrials ETF position as of Q2 2023 after selling out during the quarter.
  • WealthOne sold 2,192 iShares US Industrials ETF shares in Q2 2023, an estimated $220K.
  • WealthOne first reported a position in iShares US Industrials ETF in Q4 2022 and held it in 2 quarters.
  • WealthOne's iShares US Industrials ETF position peaked at $316K in Q4 2022.
  • 264 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2023.

Based on WealthOne's 13F filing for Q2 2023, filed 24 Jul 2023.