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
2025 Q1	–	Hold	0	–	–	–	498
2024 Q4	–	Sell	-6,350	Closed	-$874K	–	478
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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

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

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

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.21B AUM 26.82% 1-Year Est. Return