Golden State Wealth Management’s iShares US Industrials ETF IYJ Stock Holding History

Golden State Wealth 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 Q3	–	Sell	-48	Closed	-$3K	–	1105
2019 Q2	$3K	Hold	48	–	–	﹤0.01%	940
2019 Q1	$4K	Buy	+48	New	+$3.48K	﹤0.01%	940

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Golden State Wealth Management's IYJ Position: Q3 2019 in Review

Golden State Wealth Management sold out of iShares US Industrials ETF (IYJ) in Q3 2019, closing a stake of 48 shares — an estimated $3K sold.

Golden State Wealth Management first reported a position in IYJ in Q1 2019 and held it in 2 quarters. The position peaked at $4K in Q1 2019. 159 funds tracked by Wall St. Rank hold IYJ as of Q3 2019.

Golden State Wealth Management reported no remaining iShares US Industrials ETF position as of Q3 2019 after selling out during the quarter.
Golden State Wealth Management sold 48 iShares US Industrials ETF shares in Q3 2019, an estimated $3K.
Golden State Wealth Management first reported a position in iShares US Industrials ETF in Q1 2019 and held it in 2 quarters.
Golden State Wealth Management's iShares US Industrials ETF position peaked at $4K in Q1 2019.
159 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2019.

Based on Golden State Wealth Management's 13F filing for Q3 2019, filed 23 Oct 2019.