Wealthspire Advisors (Maryland)’s iShares US Industrials ETF IYJ Stock Holding History

Wealthspire Advisors (Maryland)’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	-820	Closed	-$62K	–	1251
2019 Q1	$62K	Hold	820	–	–	﹤0.01%	819
2018 Q4	$53K	Hold	820	–	–	﹤0.01%	836
2018 Q3	$64K	Hold	820	–	–	0.01%	880
2018 Q2	$59K	Hold	820	–	–	0.01%	909
2018 Q1	$59K	Hold	820	–	–	0.01%	917
2017 Q4	$60K	Hold	820	–	–	0.01%	927
2017 Q3	$57K	Hold	820	–	–	0.01%	922
2017 Q2	$54K	Hold	820	–	–	0.01%	924
2017 Q1	$52K	Hold	820	–	–	0.01%	789
2016 Q4	$49K	Sell	820 -162	-16%	-$9.48K	0.01%	773
2016 Q3	$56K	Buy	+982	New	+$55.8K	0.01%	741

Other funds holding IYJ

Bank of America

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

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 $528B AUM 27.57% 1-Year Est. Return

HBK Investments Dallas, Texas $7.94B AUM 55.6% 1-Year Est. Return

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