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	–	1225
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Wealthspire Advisors (Maryland)'s IYJ Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of iShares US Industrials ETF (IYJ) in Q2 2019, closing a stake of 820 shares — an estimated $62K sold.

Wealthspire Advisors (Maryland) first reported a position in IYJ in Q3 2016 and held it in 11 quarters. The position peaked at $64K in Q3 2018. 162 funds tracked by Wall St. Rank hold IYJ as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining iShares US Industrials ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 820 iShares US Industrials ETF shares in Q2 2019, an estimated $62K.
Wealthspire Advisors (Maryland) first reported a position in iShares US Industrials ETF in Q3 2016 and held it in 11 quarters.
Wealthspire Advisors (Maryland)'s iShares US Industrials ETF position peaked at $64K in Q3 2018.
162 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.