CPWM LLC’s iShares US Industrials ETF IYJ Stock Holding History

CPWM LLC’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	-3,546	Closed	-$313K	–	362
2022 Q2	$313K	Buy	+3,546	New	+$341K	0.03%	302

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

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

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

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 Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CPWM LLC's IYJ Position: Q3 2022 in Review

CPWM LLC sold out of iShares US Industrials ETF (IYJ) in Q3 2022, closing a stake of 3,546 shares — an estimated $313K sold.

CPWM LLC first reported a position in IYJ in Q2 2022 and held it in 1 quarter. The position peaked at $313K in Q2 2022. 221 funds tracked by Wall St. Rank hold IYJ as of Q3 2022.

CPWM LLC reported no remaining iShares US Industrials ETF position as of Q3 2022 after selling out during the quarter.
CPWM LLC sold 3,546 iShares US Industrials ETF shares in Q3 2022, an estimated $313K.
CPWM LLC first reported a position in iShares US Industrials ETF in Q2 2022 and held it in 1 quarter.
CPWM LLC's iShares US Industrials ETF position peaked at $313K in Q2 2022.
221 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2022.

Based on CPWM LLC's 13F filing for Q3 2022, filed 14 Nov 2022.