Compagnie Lombard Odier SCmA’s iShares US Industrials ETF IYJ Stock Holding History

Compagnie Lombard Odier SCmA’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
2024 Q4	–	Sell	-6,350	Closed	-$874K	–	463
2024 Q3	$849K	Hold	6,350	–	–	0.01%	158
2024 Q2	$758K	Hold	6,350	–	–	0.01%	162
2024 Q1	$798K	Sell	6,350 -650	-9%	-$76.8K	0.01%	168
2023 Q4	$801K	Hold	7,000	–	–	0.01%	187
2023 Q3	$706K	Hold	7,000	–	–	0.02%	166
2023 Q2	$742K	Hold	7,000	–	–	0.02%	154
2023 Q1	$701K	Hold	7,000	–	–	0.02%	180
2022 Q4	$675K	Hold	7,000	–	–	0.02%	179
2022 Q3	$586K	Buy	+7,000	New	+$656K	0.02%	201

Other funds holding IYJ

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Compagnie Lombard Odier SCmA's IYJ Position: Q4 2024 in Review

Compagnie Lombard Odier SCmA sold out of iShares US Industrials ETF (IYJ) in Q4 2024, closing a stake of 6,350 shares — an estimated $874K sold.

Compagnie Lombard Odier SCmA first reported a position in IYJ in Q3 2022 and held it in 9 quarters. The position peaked at $849K in Q3 2024. 313 funds tracked by Wall St. Rank hold IYJ as of Q4 2024.

Compagnie Lombard Odier SCmA reported no remaining iShares US Industrials ETF position as of Q4 2024 after selling out during the quarter.
Compagnie Lombard Odier SCmA sold 6,350 iShares US Industrials ETF shares in Q4 2024, an estimated $874K.
Compagnie Lombard Odier SCmA first reported a position in iShares US Industrials ETF in Q3 2022 and held it in 9 quarters.
Compagnie Lombard Odier SCmA's iShares US Industrials ETF position peaked at $849K in Q3 2024.
313 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2024.

Based on Compagnie Lombard Odier SCmA's 13F filing for Q4 2024, filed 30 Jan 2025.