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WMG Financial Advisors’s iShares US Industrials ETF IYJ Stock Holding History

WMG Financial Advisors’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
2022
Q3 		– Sell
-2,322
Closed -$206K – 146
2022
Q2 		$206K Sell
2,322
-4,544
-66% -$437K 0.18% 129
2022
Q1 		$724K Buy
6,866
+669
+11% +$70.6K 0.53% 45
2021
Q4 		$701K Buy
+6,197
New +$687K 0.55% 46

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

WMG Financial Advisors's IYJ Position: Q3 2022 in Review

WMG Financial Advisors sold out of iShares US Industrials ETF (IYJ) in Q3 2022, closing a stake of 2,322 shares — an estimated $206K sold.

WMG Financial Advisors first reported a position in IYJ in Q4 2021 and held it in 3 quarters. The position peaked at $724K in Q1 2022. 221 funds tracked by Wall St. Rank hold IYJ as of Q3 2022.

  • WMG Financial Advisors reported no remaining iShares US Industrials ETF position as of Q3 2022 after selling out during the quarter.
  • WMG Financial Advisors sold 2,322 iShares US Industrials ETF shares in Q3 2022, an estimated $206K.
  • WMG Financial Advisors first reported a position in iShares US Industrials ETF in Q4 2021 and held it in 3 quarters.
  • WMG Financial Advisors's iShares US Industrials ETF position peaked at $724K in Q1 2022.
  • 221 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2022.

Based on WMG Financial Advisors's 13F filing for Q3 2022, filed 18 Oct 2022.