Gemmer Asset Management’s iShares US Industrials ETF IYJ Stock Holding History

Gemmer Asset 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
2022 Q2	–	Sell	-516	Closed	-$54K	–	617
2022 Q1	$54K	Hold	516	–	–	0.01%	248
2021 Q4	$58K	Hold	516	–	–	0.01%	242
2021 Q3	$55K	Hold	516	–	–	0.01%	222
2021 Q2	$57K	Hold	516	–	–	0.01%	248
2021 Q1	$55K	Hold	516	–	–	0.01%	230
2020 Q4	$50K	Hold	516	–	–	0.01%	235
2020 Q3	$43K	Hold	516	–	–	0.01%	235
2020 Q2	$39K	Hold	516	–	–	0.01%	243
2020 Q1	$32K	Hold	516	–	–	0.01%	235
2019 Q4	$43K	Hold	516	–	–	0.01%	219
2019 Q3	$41K	Hold	516	–	–	0.01%	223
2019 Q2	$41K	Hold	516	–	–	0.01%	212
2019 Q1	$39K	Hold	516	–	–	0.01%	234
2018 Q4	$33K	Hold	516	–	–	0.01%	233
2018 Q3	$40K	Hold	516	–	–	0.01%	212
2018 Q2	$37K	Hold	516	–	–	0.01%	231
2018 Q1	$37K	Hold	516	–	–	0.01%	235
2017 Q4	$38K	Hold	516	–	–	0.01%	234
2017 Q3	$36K	Hold	516	–	–	0.01%	223
2017 Q2	$34K	Hold	516	–	–	0.01%	232
2017 Q1	$32K	Hold	516	–	–	0.01%	233
2016 Q4	$31K	Hold	516	–	–	0.02%	222
2016 Q3	$30K	Hold	516	–	–	0.02%	236
2016 Q2	$28K	Hold	516	–	–	0.02%	229
2016 Q1	$27K	Hold	516	–	–	0.02%	236
2015 Q4	$27K	Hold	516	–	–	0.02%	239
2015 Q3	$25K	Hold	516	–	–	0.02%	264
2015 Q2	$27K	Hold	516	–	–	0.02%	258
2015 Q1	$28K	Hold	516	–	–	0.02%	269
2014 Q4	$28K	Hold	516	–	–	0.02%	251
2014 Q3	$36K	Hold	516	–	–	0.03%	207
2014 Q2	$27K	Hold	516	–	–	0.02%	249
2014 Q1	$26K	Buy	+516	New	+$25.7K	0.02%	247

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Gemmer Asset Management's IYJ Position: Q2 2022 in Review

Gemmer Asset Management sold out of iShares US Industrials ETF (IYJ) in Q2 2022, closing a stake of 516 shares — an estimated $54K sold.

Gemmer Asset Management first reported a position in IYJ in Q1 2014 and held it in 33 quarters. The position peaked at $58K in Q4 2021. 228 funds tracked by Wall St. Rank hold IYJ as of Q2 2022.

Gemmer Asset Management reported no remaining iShares US Industrials ETF position as of Q2 2022 after selling out during the quarter.
Gemmer Asset Management sold 516 iShares US Industrials ETF shares in Q2 2022, an estimated $54K.
Gemmer Asset Management first reported a position in iShares US Industrials ETF in Q1 2014 and held it in 33 quarters.
Gemmer Asset Management's iShares US Industrials ETF position peaked at $58K in Q4 2021.
228 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2022.

Based on Gemmer Asset Management's 13F filing for Q2 2022, filed 22 Jul 2022.