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

Breiter 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	-7,824	Closed	-$567K	–	112
2019 Q1	$567K	Buy	+7,824	New	+$567K	0.76%	47
2018 Q2	–	Sell	-7,824	Closed	-$567K	–	121
2018 Q1	$567K	Sell	7,824 -5,486	-41%	-$413K	0.77%	46
2017 Q4	$981K	Buy	+13,310	New	+$950K	1.41%	13

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 $10.2B AUM 67.73% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

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

Breiter Capital Management sold out of iShares US Industrials ETF (IYJ) in Q2 2019, closing a stake of 7,824 shares — an estimated $567K sold.

Breiter Capital Management first reported a position in IYJ in Q4 2017 and held it in 3 quarters. The position peaked at $981K in Q4 2017. 162 funds tracked by Wall St. Rank hold IYJ as of Q2 2019.

Breiter Capital Management reported no remaining iShares US Industrials ETF position as of Q2 2019 after selling out during the quarter.
Breiter Capital Management sold 7,824 iShares US Industrials ETF shares in Q2 2019, an estimated $567K.
Breiter Capital Management first reported a position in iShares US Industrials ETF in Q4 2017 and held it in 3 quarters.
Breiter Capital Management's iShares US Industrials ETF position peaked at $981K in Q4 2017.
162 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2019.

Based on Breiter Capital Management's 13F filing for Q2 2019, filed 29 Jul 2019.